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Retirement Wealth Solutions’s American Electric Power AEP Stock Holding History

Retirement Wealth Solutions’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 		$15.4K Buy
130
+11
+9% +$1.39K 0.01% 211
2026
Q2 		$16.3K Hold
119
– – 0.01% 175
2026
Q1 		$15.6K Hold
119
– – 0.01% 168
2025
Q4 		$13.7K Hold
119
– – 0.01% 190
2025
Q3 		$13.4K Hold
119
– – 0.01% 196
2025
Q2 		$12.3K Hold
119
– – 0.01% 216
2025
Q1 		$13K Hold
119
– – 0.01% 188
2024
Q4 		$11.1K Buy
+119
New +$11.5K 0.01% 218

Other funds holding AEP

FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
AMBIA
Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
EIA
Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Retirement Wealth Solutions's AEP Position: Q3 2026 in Review

Retirement Wealth Solutions increased its American Electric Power (AEP) stake by 9.2% in Q3 2026, buying an estimated $1.39K and bringing the position to 130 shares worth $15.4K. The position accounts for 0.01% of the portfolio, ranked #211.

Retirement Wealth Solutions first reported a position in AEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $16.3K in Q2 2026. 60 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Retirement Wealth Solutions held 130 shares of American Electric Power worth $15.4K as of Q3 2026.
  • Retirement Wealth Solutions bought 11 American Electric Power shares in Q3 2026, an estimated $1.39K.
  • American Electric Power made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #211 holding.
  • Retirement Wealth Solutions first reported a position in American Electric Power in Q4 2024 and has held it in 8 quarters since.
  • Retirement Wealth Solutions's American Electric Power position peaked at $16.3K in Q2 2026.
  • 60 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.