RIA Advisory Group’s American Electric Power AEP Stock Holding History

RIA Advisory 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	$1.16M	Sell	9,767 -3,645	-27%	-$462K	0.33%	48
2026 Q2	$1.83M	Buy	13,412 +179	+1%	+$23.6K	0.4%	39
2026 Q1	$1.73M	Sell	13,233 -20	-0.2%	-$2.5K	0.41%	35
2025 Q4	$1.53M	Buy	13,253 +753	+6%	+$88.9K	0.37%	42
2025 Q3	$1.41M	Buy	12,500 +4,394	+54%	+$481K	0.36%	50
2025 Q2	$841K	Buy	8,106 +2,906	+56%	+$302K	0.25%	58
2025 Q1	$568K	Buy	5,200 +1,144	+28%	+$116K	0.18%	77
2024 Q4	$374K	Buy	+4,056	New	+$393K	0.13%	94
2023 Q1	–	Sell	-10,963	Closed	-$1.02M	–	122
2022 Q4	$1.02M	Buy	+10,963	New	+$998K	0.59%	24

Other funds holding AEP

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

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

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 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

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

RIA Advisory Group's AEP Position: Q3 2026 in Review

RIA Advisory Group reduced its American Electric Power (AEP) stake by 27% in Q3 2026, selling an estimated $462K and leaving 9,767 shares worth $1.16M. The position accounts for 0.33% of the portfolio, ranked #48.

RIA Advisory Group first reported a position in AEP in Q4 2022 and has held it in 9 quarters since. The position peaked at $1.83M in Q2 2026. 786 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

RIA Advisory Group held 9,767 shares of American Electric Power worth $1.16M as of Q3 2026.
RIA Advisory Group sold 3,645 American Electric Power shares in Q3 2026, an estimated $462K.
American Electric Power made up 0.33% of RIA Advisory Group's portfolio in Q3 2026, its #48 holding.
RIA Advisory Group first reported a position in American Electric Power in Q4 2022 and has held it in 9 quarters since.
RIA Advisory Group's American Electric Power position peaked at $1.83M in Q2 2026.
786 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on RIA Advisory Group's 13F filing for Q3 2026, filed 15 Oct 2026.