PFP
AEP icon

Polaris Financial Partners’s American Electric Power AEP Stock Holding History

Polaris Financial Partners’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 		$2.87M Buy
+23,992
New +$3.04M 1.29% 18

Other funds holding AEP

CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
CT
Coastline Trust Providence, Rhode Island $1.07B AUM 21.73% 1-Year Est. Return
HPBT
Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
SVWA
Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return

Polaris Financial Partners's AEP Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in American Electric Power (AEP) in Q3 2026: 23,992 shares worth $2.87M. The stake represents 1.29% of the portfolio and ranks #18 among its holdings.

10 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Polaris Financial Partners held 23,992 shares of American Electric Power worth $2.87M as of Q3 2026.
  • American Electric Power was a new Polaris Financial Partners position in Q3 2026.
  • American Electric Power made up 1.29% of Polaris Financial Partners's portfolio in Q3 2026, its #18 holding.
  • 10 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.