Procyon Advisors
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Procyon Advisors’s American Electric Power AEP Stock Holding History

Procyon Advisors’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 		$647K Buy
5,450
+445
+9% +$56.3K 0.03% 326
2026
Q2 		$685K Sell
5,005
-7
-0.1% -$922 0.03% 318
2026
Q1 		$657K Buy
5,012
+818
+20% +$102K 0.03% 317
2025
Q4 		$484K Sell
4,194
-1,107
-21% -$131K 0.02% 349
2025
Q3 		$596K Sell
5,301
-2,888
-35% -$316K 0.04% 298
2025
Q2 		$850K Sell
8,189
-425
-5% -$44.2K 0.08% 200
2025
Q1 		$941K Buy
8,614
+938
+12% +$95K 0.06% 269
2024
Q4 		$708K Sell
7,676
-237
-3% -$22.9K 0.04% 287
2024
Q3 		$812K Sell
7,913
-921
-10% -$89.9K 0.06% 264
2024
Q2 		$775K Sell
8,834
-541
-6% -$47.3K 0.06% 254
2024
Q1 		$807K Sell
9,375
-533
-5% -$43.3K 0.06% 252
2023
Q4 		$805K Sell
9,908
-558
-5% -$43.3K 0.07% 234
2023
Q3 		$787K Sell
10,466
-242
-2% -$19.7K 0.08% 223
2023
Q2 		$902K Buy
10,708
+1,320
+14% +$117K 0.11% 170
2023
Q1 		$854K Buy
9,388
+2,171
+30% +$199K 0.14% 145
2022
Q4 		$685K Buy
7,217
+39
+0.5% +$3.55K 0.13% 166
2022
Q3 		$621K Sell
7,178
-1,309
-15% -$129K 0.15% 138
2022
Q2 		$814K Sell
8,487
-3,468
-29% -$344K 0.18% 118
2022
Q1 		$1.19M Buy
11,955
+711
+6% +$65K 0.25% 90
2021
Q4 		$1M Buy
11,244
+448
+4% +$37.8K 0.21% 100
2021
Q3 		$876K Buy
10,796
+1,022
+10% +$89.2K 0.22% 102
2021
Q2 		$827K Buy
9,774
+4,584
+88% +$395K 0.23% 95
2021
Q1 		$440K Sell
5,190
-1,710
-25% -$138K 0.2% 127
2020
Q4 		$575K Buy
6,900
+700
+11% +$60.7K 0.28% 91
2020
Q3 		$507K Sell
6,200
-25
-0.4% -$2.06K 0.28% 89
2020
Q2 		$496K Sell
6,225
-616
-9% -$50.3K 0.26% 83
2020
Q1 		$547K Sell
6,841
-402
-6% -$38K 0.36% 66
2019
Q4 		$685K Buy
+7,243
New +$669K 0.42% 56

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Procyon Advisors's AEP Position: Q3 2026 in Review

Procyon Advisors increased its American Electric Power (AEP) stake by 8.9% in Q3 2026, buying an estimated $56.3K and bringing the position to 5,450 shares worth $647K. The position accounts for 0.03% of the portfolio, ranked #326.

Procyon Advisors first reported a position in AEP in Q4 2019 and has held it in 28 quarters since. The position peaked at $1.19M in Q1 2022. 1,131 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Procyon Advisors held 5,450 shares of American Electric Power worth $647K as of Q3 2026.
  • Procyon Advisors bought 445 American Electric Power shares in Q3 2026, an estimated $56.3K.
  • American Electric Power made up 0.03% of Procyon Advisors's portfolio in Q3 2026, its #326 holding.
  • Procyon Advisors first reported a position in American Electric Power in Q4 2019 and has held it in 28 quarters since.
  • Procyon Advisors's American Electric Power position peaked at $1.19M in Q1 2022.
  • 1,131 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Procyon Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.