Ritholtz Wealth Management’s American Electric Power AEP Stock Holding History

Ritholtz Wealth Management’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	$865K	Buy	7,290 +26	+0.4%	+$3.29K	0.01%	686
2026 Q2	$994K	Buy	7,264 +566	+8%	+$74.6K	0.01%	618
2026 Q1	$878K	Buy	6,698 +1,258	+23%	+$157K	0.02%	585
2025 Q4	$627K	Buy	5,440 +969	+22%	+$114K	0.01%	646
2025 Q3	$503K	Buy	4,471 +815	+22%	+$89.2K	0.01%	679
2025 Q2	$379K	Buy	3,656 +1,260	+53%	+$131K	0.01%	721
2025 Q1	$262K	Buy	+2,396	New	+$243K	0.01%	784
2022 Q4	–	Sell	-3,657	Closed	-$316K	–	579
2022 Q3	$316K	Buy	+3,657	New	+$362K	0.02%	527

Other funds holding AEP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Ritholtz Wealth Management's AEP Position: Q3 2026 in Review

Ritholtz Wealth Management increased its American Electric Power (AEP) stake by 0.36% in Q3 2026, buying an estimated $3.29K and bringing the position to 7,290 shares worth $865K. The position accounts for 0.01% of the portfolio, ranked #686.

Ritholtz Wealth Management first reported a position in AEP in Q3 2022 and has held it in 8 quarters since. The position peaked at $994K in Q2 2026. 1,389 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Ritholtz Wealth Management held 7,290 shares of American Electric Power worth $865K as of Q3 2026.
Ritholtz Wealth Management bought 26 American Electric Power shares in Q3 2026, an estimated $3.29K.
American Electric Power made up 0.01% of Ritholtz Wealth Management's portfolio in Q3 2026, its #686 holding.
Ritholtz Wealth Management first reported a position in American Electric Power in Q3 2022 and has held it in 8 quarters since.
Ritholtz Wealth Management's American Electric Power position peaked at $994K in Q2 2026.
1,389 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Ritholtz Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.