Putney Financial Group
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Putney Financial Group’s American Electric Power AEP Stock Holding History

Putney Financial 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 		$59.3K Buy
+500
New +$63.3K 0.05% 135
2025
Q3 		– Sell
-828
Closed -$85.9K – 86
2025
Q2 		$85.9K Sell
828
-150
-15% -$15.6K 0.09% 104
2025
Q1 		$107K Hold
978
– – 0.11% 83
2024
Q4 		$90.2K Buy
+978
New +$94.6K 0.08% 106

Other funds holding AEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 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

Putney Financial Group's AEP Position: Q3 2026 in Review

Putney Financial Group opened a new position in American Electric Power (AEP) in Q3 2026: 500 shares worth $59.3K. The stake represents 0.05% of the portfolio and ranks #135 among its holdings. This is a return to the name: Putney Financial Group previously reported a position in AEP as recently as Q2 2025.

Putney Financial Group first reported a position in AEP in Q4 2024 and has held it in 4 quarters since. The position peaked at $107K in Q1 2025. 1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Putney Financial Group held 500 shares of American Electric Power worth $59.3K as of Q3 2026.
  • American Electric Power was a new Putney Financial Group position in Q3 2026.
  • American Electric Power made up 0.05% of Putney Financial Group's portfolio in Q3 2026, its #135 holding.
  • Putney Financial Group first reported a position in American Electric Power in Q4 2024 and has held it in 4 quarters since.
  • Putney Financial Group's American Electric Power position peaked at $107K in Q1 2025.
  • 1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Putney Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.