NovaPoint Capital
AEP icon

NovaPoint Capital’s American Electric Power AEP Stock Holding History

NovaPoint Capital’s Portfolio AEP Stock Details AEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.46M Sell
12,322
-330
-3% -$41.8K 0.32% 66
2026
Q2 		$1.73M Buy
12,652
+814
+7% +$107K 0.36% 65
2026
Q1 		$1.55M Buy
11,838
+630
+6% +$78.8K 0.39% 65
2025
Q4 		$1.29M Buy
11,208
+456
+4% +$53.9K 0.33% 69
2025
Q3 		$1.21M Buy
+10,752
New +$1.18M 0.3% 71
2025
Q2 		– Sell
-9,273
Closed -$1.01M – 79
2025
Q1 		$1.01M Buy
+9,273
New +$939K 0.31% 72
2024
Q4 		– Sell
-8,623
Closed -$885K – 128
2024
Q3 		$885K Buy
8,623
+632
+8% +$61.7K 0.27% 73
2024
Q2 		$701K Buy
7,991
+741
+10% +$64.8K 0.24% 77
2024
Q1 		$624K Sell
7,250
-1,641
-18% -$133K 0.22% 77
2023
Q4 		$722K Sell
8,891
-1,697
-16% -$132K 0.27% 73
2023
Q3 		$796K Buy
10,588
+1,019
+11% +$82.9K 0.32% 75
2023
Q2 		$806K Sell
9,569
-602
-6% -$53.2K 0.3% 76
2023
Q1 		$925K Buy
10,171
+2,294
+29% +$210K 0.38% 68
2022
Q4 		$748K Buy
7,877
+436
+6% +$39.7K 0.33% 68
2022
Q3 		$643K Buy
7,441
+597
+9% +$59K 0.29% 74
2022
Q2 		$657K Buy
6,844
+3,618
+112% +$359K 0.29% 76
2022
Q1 		$322K Buy
3,226
+5
+0.2% +$457 0.12% 102
2021
Q4 		$287K Buy
3,221
+370
+13% +$31.2K 0.1% 107
2021
Q3 		$231K Buy
+2,851
New +$249K 0.09% 117

Other funds holding AEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Nexus Investment Management
Nexus Investment Management Toronto, Ontario, Canada $808M AUM 29.31% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

NovaPoint Capital's AEP Position: Q3 2026 in Review

NovaPoint Capital reduced its American Electric Power (AEP) stake by 2.6% in Q3 2026, selling an estimated $41.8K and leaving 12,322 shares worth $1.46M. The position accounts for 0.32% of the portfolio, ranked #66.

NovaPoint Capital first reported a position in AEP in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.73M in Q2 2026. 630 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • NovaPoint Capital held 12,322 shares of American Electric Power worth $1.46M as of Q3 2026.
  • NovaPoint Capital sold 330 American Electric Power shares in Q3 2026, an estimated $41.8K.
  • American Electric Power made up 0.32% of NovaPoint Capital's portfolio in Q3 2026, its #66 holding.
  • NovaPoint Capital first reported a position in American Electric Power in Q3 2021 and has held it in 19 quarters since.
  • NovaPoint Capital's American Electric Power position peaked at $1.73M in Q2 2026.
  • 630 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on NovaPoint Capital's 13F filing for Q3 2026, filed 22 Oct 2026.