Prudent Man Advisors
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Prudent Man Advisors’s American Electric Power AEP Stock Holding History

Prudent Man 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 		$674K Sell
5,677
-166
-3% -$21K 0.16% 100
2026
Q2 		$799K Buy
5,843
+606
+12% +$79.8K 0.18% 92
2026
Q1 		$686K Buy
5,237
+1,721
+49% +$215K 0.21% 92
2025
Q4 		$405K Sell
3,516
-79
-2% -$9.33K 0.15% 100
2025
Q3 		$404K Sell
3,595
-2,700
-43% -$295K 0.15% 102
2025
Q2 		$653K Buy
6,295
+2
+0% +$208 0.21% 109
2025
Q1 		$688K Buy
6,293
+146
+2% +$14.8K 0.25% 96
2024
Q4 		$567K Sell
6,147
-820
-12% -$79.4K 0.21% 109
2024
Q3 		$715K Sell
6,967
-2,075
-23% -$203K 0.24% 102
2024
Q2 		$793K Buy
9,042
+340
+4% +$29.7K 0.28% 83
2024
Q1 		$749K Buy
8,702
+2,031
+30% +$165K 0.28% 86
2023
Q4 		$542K Sell
6,671
-610
-8% -$47.4K 0.2% 112
2023
Q3 		$548K Hold
7,281
– – 0.22% 107
2023
Q2 		$613K Sell
7,281
-76
-1% -$6.71K 0.23% 97
2023
Q1 		$669K Sell
7,357
-145
-2% -$13.3K 0.26% 87
2022
Q4 		$712K Buy
7,502
+128
+2% +$11.7K 0.29% 75
2022
Q3 		$637K Buy
7,374
+363
+5% +$35.9K 0.3% 69
2022
Q2 		$673K Hold
7,011
– – 0.31% 62
2022
Q1 		$699K Sell
7,011
-127
-2% -$11.6K 0.28% 72
2021
Q4 		$635K Sell
7,138
-1,312
-16% -$111K 0.24% 85
2021
Q3 		$686K Sell
8,450
-22
-0.3% -$1.92K 0.26% 78
2021
Q2 		$717K Buy
+8,472
New +$729K 0.28% 74

Other funds holding AEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Prudent Man Advisors's AEP Position: Q3 2026 in Review

Prudent Man Advisors reduced its American Electric Power (AEP) stake by 2.8% in Q3 2026, selling an estimated $21K and leaving 5,677 shares worth $674K. The position accounts for 0.16% of the portfolio, ranked #100.

Prudent Man Advisors first reported a position in AEP in Q2 2021 and has held it in 22 quarters since. The position peaked at $799K in Q2 2026. 1,484 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Prudent Man Advisors held 5,677 shares of American Electric Power worth $674K as of Q3 2026.
  • Prudent Man Advisors sold 166 American Electric Power shares in Q3 2026, an estimated $21K.
  • American Electric Power made up 0.16% of Prudent Man Advisors's portfolio in Q3 2026, its #100 holding.
  • Prudent Man Advisors first reported a position in American Electric Power in Q2 2021 and has held it in 22 quarters since.
  • Prudent Man Advisors's American Electric Power position peaked at $799K in Q2 2026.
  • 1,484 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Prudent Man Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.