Patton Fund Management’s American Electric Power AEP Stock Holding History

Patton Fund Management’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	–	Sell	-18,535	Closed	-$2.54M	–	78
2026 Q2	$2.54M	Sell	18,535 -8,714	-32%	-$1.15M	0.55%	68
2026 Q1	$3.57M	Sell	27,249 -50,093	-65%	-$6.27M	0.61%	40
2025 Q4	$8.92M	Buy	77,342 +75,279	+3,649%	+$8.89M	1.2%	12
2025 Q3	$232K	Hold	2,063	–	–	0.04%	332
2025 Q2	$214K	Buy	+2,063	New	+$215K	0.05%	424
2023 Q1	–	Sell	-2,198	Closed	-$209K	–	88
2022 Q4	$209K	Buy	+2,198	New	+$200K	0.06%	149
2020 Q2	–	Sell	-21,713	Closed	-$1.74M	–	74
2020 Q1	$1.74M	Sell	21,713 -24,260	-53%	-$2.29M	1.07%	22
2019 Q4	$4.34M	Buy	45,973 +23,121	+101%	+$2.14M	1.52%	12
2019 Q3	$2.14M	Sell	22,852 -5,051	-18%	-$459K	0.86%	59
2019 Q2	$2.46M	Buy	+27,903	New	+$2.41M	0.97%	38

Other funds holding AEP

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Patton Fund Management's AEP Position: Q3 2026 in Review

Patton Fund Management sold out of American Electric Power (AEP) in Q3 2026, closing a stake of 18,535 shares — an estimated $2.54M sold.

Patton Fund Management first reported a position in AEP in Q2 2019 and held it in 10 quarters. The position peaked at $8.92M in Q4 2025. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Patton Fund Management reported no remaining American Electric Power position as of Q3 2026 after selling out during the quarter.
Patton Fund Management sold 18,535 American Electric Power shares in Q3 2026, an estimated $2.54M.
Patton Fund Management first reported a position in American Electric Power in Q2 2019 and held it in 10 quarters.
Patton Fund Management's American Electric Power position peaked at $8.92M in Q4 2025.
528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Patton Fund Management's 13F filing for Q3 2026, filed 13 Oct 2026.