Plan Group Financial’s American Electric Power AEP Stock Holding History

Plan Group Financial’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	$3.89M	Buy	30,540 +4,355	+17%	+$551K	0.76%	37
2026 Q2	$3.58M	Buy	26,185 +2,771	+12%	+$365K	0.74%	44
2026 Q1	$3.07M	Buy	23,414 +2,011	+9%	+$252K	0.72%	45
2025 Q4	$2.47M	Buy	21,403 +1,092	+5%	+$129K	0.64%	45
2025 Q3	$2.29M	Buy	20,311 +2,558	+14%	+$280K	0.61%	55
2025 Q2	$1.84M	Buy	17,753 +2,061	+13%	+$214K	0.61%	51
2025 Q1	$1.71M	Buy	15,692 +4,665	+42%	+$473K	0.61%	42
2024 Q4	$1.02M	Buy	11,027 +1,265	+13%	+$122K	0.54%	43
2024 Q3	$1M	Buy	9,762 +875	+10%	+$85.4K	0.53%	40
2024 Q2	$780K	Buy	8,887 +4,073	+85%	+$356K	0.48%	48
2024 Q1	$415K	Buy	4,814 +1,544	+47%	+$126K	0.27%	58
2023 Q4	$266K	Buy	3,270 +123	+4%	+$9.5K	0.23%	57
2023 Q3	$237K	Buy	+3,147	New	+$256K	0.17%	62
2022 Q2	$231K	Buy	+2,409	New	+$239K	0.4%	47

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

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 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

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Plan Group Financial's AEP Position: Q3 2026 in Review

Plan Group Financial increased its American Electric Power (AEP) stake by 17% in Q3 2026, buying an estimated $551K and bringing the position to 30,540 shares worth $3.89M. The position accounts for 0.76% of the portfolio, ranked #37.

Plan Group Financial first reported a position in AEP in Q2 2022 and has held it in 14 quarters since. 579 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Plan Group Financial held 30,540 shares of American Electric Power worth $3.89M as of Q3 2026.
Plan Group Financial bought 4,355 American Electric Power shares in Q3 2026, an estimated $551K.
American Electric Power made up 0.76% of Plan Group Financial's portfolio in Q3 2026, its #37 holding.
Plan Group Financial first reported a position in American Electric Power in Q2 2022 and has held it in 14 quarters since.
579 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Plan Group Financial's 13F filing for Q3 2026, filed 22 Oct 2026.