Parcion Private Wealth
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Parcion Private Wealth’s American Electric Power AEP Stock Holding History

Parcion Private Wealth’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 		$1.09M Buy
9,227
+849
+10% +$107K 0.06% 178
2026
Q2 		$1.15M Buy
8,378
+339
+4% +$44.7K 0.06% 159
2026
Q1 		$1.05M Buy
8,039
+511
+7% +$63.9K 0.07% 152
2025
Q4 		$868K Buy
7,528
+26
+0.3% +$3.07K 0.05% 162
2025
Q3 		$844K Buy
7,502
+1,200
+19% +$131K 0.05% 145
2025
Q2 		$654K Buy
6,302
+66
+1% +$6.87K 0.05% 154
2025
Q1 		$681K Hold
6,236
– – 0.06% 146
2024
Q4 		$575K Hold
6,236
– – 0.04% 153
2024
Q3 		$640K Buy
6,236
+117
+2% +$11.4K 0.05% 142
2024
Q2 		$537K Buy
6,119
+9
+0.1% +$787 0.05% 132
2024
Q1 		$526K Sell
6,110
-48
-0.8% -$3.9K 0.05% 134
2023
Q4 		$500K Hold
6,158
– – 0.05% 137
2023
Q3 		$463K Sell
6,158
-29
-0.5% -$2.36K 0.05% 140
2023
Q2 		$521K Sell
6,187
-406
-6% -$35.9K 0.05% 129
2023
Q1 		$600K Sell
6,593
-882
-12% -$80.7K 0.06% 128
2022
Q4 		$710K Sell
7,475
-24,053
-76% -$2.19M 0.08% 121
2022
Q3 		$2.73M Sell
31,528
-486
-2% -$48K 0.3% 73
2022
Q2 		$3.02M Sell
32,014
-3,232
-9% -$320K 0.3% 77
2022
Q1 		$3.52M Sell
35,246
-12,349
-26% -$1.13M 0.33% 70
2021
Q4 		$4.33M Sell
47,595
-197
-0.4% -$16.6K 0.39% 64
2021
Q3 		$3.99M Sell
47,792
-963
-2% -$84.1K 0.35% 71
2021
Q2 		$4.12M Buy
48,755
+212
+0.4% +$18.3K 0.41% 63
2021
Q1 		$4.11M Sell
48,543
-1,390
-3% -$112K 0.47% 59
2020
Q4 		$4.16M Buy
49,933
+6,523
+15% +$566K 0.55% 50
2020
Q3 		$3.7M Buy
43,410
+33,917
+357% +$2.79M 0.57% 39
2020
Q2 		$780K Buy
9,493
+2,782
+41% +$227K 0.13% 98
2020
Q1 		$537K Buy
6,711
+46
+0.7% +$4.35K 0.15% 94
2019
Q4 		$630K Buy
+6,665
New +$616K 0.14% 102

Other funds holding AEP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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

Parcion Private Wealth's AEP Position: Q3 2026 in Review

Parcion Private Wealth increased its American Electric Power (AEP) stake by 10% in Q3 2026, buying an estimated $107K and bringing the position to 9,227 shares worth $1.09M. The position accounts for 0.06% of the portfolio, ranked #178.

Parcion Private Wealth first reported a position in AEP in Q4 2019 and has held it in 28 quarters since. The position peaked at $4.33M in Q4 2021. 742 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Parcion Private Wealth held 9,227 shares of American Electric Power worth $1.09M as of Q3 2026.
  • Parcion Private Wealth bought 849 American Electric Power shares in Q3 2026, an estimated $107K.
  • American Electric Power made up 0.06% of Parcion Private Wealth's portfolio in Q3 2026, its #178 holding.
  • Parcion Private Wealth first reported a position in American Electric Power in Q4 2019 and has held it in 28 quarters since.
  • Parcion Private Wealth's American Electric Power position peaked at $4.33M in Q4 2021.
  • 742 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Parcion Private Wealth's 13F filing for Q3 2026, filed 28 Oct 2026.