Portside Wealth Group
AEP icon

Portside Wealth Group’s American Electric Power AEP Stock Holding History

Portside Wealth Group’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 		$1.25M Buy
10,499
+713
+7% +$90.3K 0.14% 161
2026
Q2 		$1.34M Buy
9,786
+254
+3% +$33.5K 0.16% 149
2026
Q1 		$1.25M Buy
9,532
+77
+0.8% +$9.6K 0.17% 141
2025
Q4 		$1.09M Buy
9,455
+573
+6% +$67.7K 0.15% 155
2025
Q3 		$999K Buy
8,882
+536
+6% +$58.6K 0.14% 160
2025
Q2 		$866K Buy
8,346
+300
+4% +$31.2K 0.13% 170
2025
Q1 		$879K Buy
8,046
+992
+14% +$100K 0.14% 159
2024
Q4 		$651K Buy
7,054
+289
+4% +$28K 0.11% 194
2024
Q3 		$694K Buy
6,765
+295
+5% +$28.8K 0.12% 181
2024
Q2 		$568K Sell
6,470
-213
-3% -$18.6K 0.11% 188
2024
Q1 		$575K Buy
6,683
+191
+3% +$15.5K 0.11% 198
2023
Q4 		$527K Sell
6,492
-651
-9% -$50.5K 0.1% 202
2023
Q3 		$534K Buy
7,143
+598
+9% +$48.7K 0.1% 185
2023
Q2 		$551K Buy
+6,545
New +$578K 0.1% 189

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

Portside Wealth Group's AEP Position: Q3 2026 in Review

Portside Wealth Group increased its American Electric Power (AEP) stake by 7.3% in Q3 2026, buying an estimated $90.3K and bringing the position to 10,499 shares worth $1.25M. The position accounts for 0.14% of the portfolio, ranked #161.

Portside Wealth Group first reported a position in AEP in Q2 2023 and has held it in 14 quarters since. The position peaked at $1.34M in Q2 2026. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Portside Wealth Group held 10,499 shares of American Electric Power worth $1.25M as of Q3 2026.
  • Portside Wealth Group bought 713 American Electric Power shares in Q3 2026, an estimated $90.3K.
  • American Electric Power made up 0.14% of Portside Wealth Group's portfolio in Q3 2026, its #161 holding.
  • Portside Wealth Group first reported a position in American Electric Power in Q2 2023 and has held it in 14 quarters since.
  • Portside Wealth Group's American Electric Power position peaked at $1.34M in Q2 2026.
  • 528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Portside Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.