Premier Path Wealth Partners’s American Electric Power AEP Stock Holding History

Premier Path Wealth 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	$1.03M	Sell	8,665 -530	-6%	-$67.1K	0.12%	160
2026 Q2	$1.26M	Buy	9,195 +63	+0.7%	+$8.3K	0.14%	140
2026 Q1	$1.2M	Buy	9,132 +462	+5%	+$57.8K	0.16%	137
2025 Q4	$1000K	Buy	8,670 +22	+0.3%	+$2.6K	0.13%	158
2025 Q3	$973K	Buy	8,648 +52	+0.6%	+$5.69K	0.13%	179
2025 Q2	$892K	Buy	8,596 +1,365	+19%	+$142K	0.12%	183
2025 Q1	$790K	Buy	7,231 +581	+9%	+$58.9K	0.12%	181
2024 Q4	$613K	Buy	6,650 +602	+10%	+$58.3K	0.09%	206
2024 Q3	$621K	Buy	6,048 +19	+0.3%	+$1.85K	0.1%	203
2024 Q2	$529K	Buy	6,029 +223	+4%	+$19.5K	0.09%	217
2024 Q1	$500K	Sell	5,806 -508	-8%	-$41.3K	0.09%	208
2023 Q4	$472K	Buy	+6,314	New	+$490K	0.1%	198

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

Premier Path Wealth Partners's AEP Position: Q3 2026 in Review

Premier Path Wealth Partners reduced its American Electric Power (AEP) stake by 5.8% in Q3 2026, selling an estimated $67.1K and leaving 8,665 shares worth $1.03M. The position accounts for 0.12% of the portfolio, ranked #160.

Premier Path Wealth Partners first reported a position in AEP in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.26M in Q2 2026. 528 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Premier Path Wealth Partners held 8,665 shares of American Electric Power worth $1.03M as of Q3 2026.
Premier Path Wealth Partners sold 530 American Electric Power shares in Q3 2026, an estimated $67.1K.
American Electric Power made up 0.12% of Premier Path Wealth Partners's portfolio in Q3 2026, its #160 holding.
Premier Path Wealth Partners first reported a position in American Electric Power in Q4 2023 and has held it in 12 quarters since.
Premier Path Wealth Partners's American Electric Power position peaked at $1.26M in Q2 2026.
528 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.