Perigon Wealth Management
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Perigon Wealth Management’s American Electric Power AEP Stock Holding History

Perigon Wealth 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 		$2.19M Sell
18,419
-5,171
-22% -$655K 0.03% 389
2026
Q2 		$3.23M Buy
23,590
+1,407
+6% +$185K 0.05% 310
2026
Q1 		$2.91M Buy
22,183
+155
+0.7% +$19.4K 0.05% 300
2025
Q4 		$2.54M Buy
22,028
+910
+4% +$107K 0.05% 319
2025
Q3 		$2.38M Buy
21,118
+7,527
+55% +$824K 0.05% 315
2025
Q2 		$1.41M Buy
13,591
+260
+2% +$27K 0.03% 403
2025
Q1 		$1.46M Buy
13,331
+90
+0.7% +$9.12K 0.04% 369
2024
Q4 		$1.28M Buy
13,241
+138
+1% +$13.4K 0.03% 386
2024
Q3 		$1.34M Buy
13,103
+134
+1% +$13.1K 0.04% 366
2024
Q2 		$1.14M Sell
12,969
-294
-2% -$25.7K 0.03% 342
2024
Q1 		$1.14M Buy
13,263
+3,167
+31% +$257K 0.03% 346
2023
Q4 		$820K Buy
10,096
+635
+7% +$49.3K 0.03% 386
2023
Q3 		$712K Buy
9,461
+2,101
+29% +$171K 0.03% 372
2023
Q2 		$620K Sell
7,360
-3
-0% -$265 0.02% 406
2023
Q1 		$670K Sell
7,363
-22
-0.3% -$2.01K 0.04% 340
2022
Q4 		$701K Buy
7,385
+194
+3% +$17.7K 0.04% 336
2022
Q3 		$622K Buy
7,191
+831
+13% +$82.2K 0.05% 286
2022
Q2 		$610K Buy
6,360
+321
+5% +$31.8K 0.05% 288
2022
Q1 		$603K Buy
6,039
+370
+7% +$33.8K 0.04% 318
2021
Q4 		$504K Buy
5,669
+7
+0.1% +$590 0.04% 342
2021
Q3 		$460K Sell
5,662
-88
-2% -$7.68K 0.04% 318
2021
Q2 		$486K Buy
5,750
+282
+5% +$24.3K 0.04% 314
2021
Q1 		$463K Buy
5,468
+2,858
+110% +$230K 0.05% 307
2020
Q4 		$217K Buy
2,610
+113
+5% +$9.8K 0.03% 378
2020
Q3 		$204K Sell
2,497
-305
-11% -$25.1K 0.03% 366
2020
Q2 		$223K Sell
2,802
-122
-4% -$10K 0.04% 320
2020
Q1 		$252K Buy
2,924
+380
+15% +$35.9K 0.05% 266
2019
Q4 		$238K Hold
2,544
– – 0.05% 230
2019
Q3 		$233K Hold
2,544
– – 0.05% 207
2019
Q2 		$224K Sell
2,544
-84
-3% -$7.24K 0.05% 219
2019
Q1 		$223K Hold
2,628
– – 0.05% 201
2018
Q4 		$202K Buy
+2,628
New +$197K 0.05% 217
2018
Q2 		– Sell
-297
Closed -$20K – 238
2018
Q1 		$20K Hold
297
– – 0.01% 435
2017
Q4 		$22K Hold
297
– – 0.01% 395
2017
Q3 		$21K Buy
297
+148
+99% +$10.5K 0.01% 442
2017
Q2 		$10K Sell
149
-237
-61% -$16.5K ﹤0.01% 496
2017
Q1 		$26K Buy
386
+75
+24% +$4.86K 0.01% 444
2016
Q4 		$21K Buy
311
+162
+109% +$10K ﹤0.01% 459
2016
Q3 		$10K Buy
+149
New +$10K ﹤0.01% 474

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
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 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
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Willis Investment Counsel
Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Perigon Wealth Management's AEP Position: Q3 2026 in Review

Perigon Wealth Management reduced its American Electric Power (AEP) stake by 22% in Q3 2026, selling an estimated $655K and leaving 18,419 shares worth $2.19M. The position accounts for 0.03% of the portfolio, ranked #389.

Perigon Wealth Management first reported a position in AEP in Q3 2016 and has held it in 39 quarters since. The position peaked at $3.23M in Q2 2026. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Perigon Wealth Management held 18,419 shares of American Electric Power worth $2.19M as of Q3 2026.
  • Perigon Wealth Management sold 5,171 American Electric Power shares in Q3 2026, an estimated $655K.
  • American Electric Power made up 0.03% of Perigon Wealth Management's portfolio in Q3 2026, its #389 holding.
  • Perigon Wealth Management first reported a position in American Electric Power in Q3 2016 and has held it in 39 quarters since.
  • Perigon Wealth Management's American Electric Power position peaked at $3.23M in Q2 2026.
  • 528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.