Root Financial Partners
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Root Financial Partners’s American Electric Power AEP Stock Holding History

Root Financial Partners’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 		$983K Buy
+8,284
New +$1.05M 0.03% 139
2026
Q2 		– Sell
-934
Closed -$122K – 464
2026
Q1 		$122K Buy
934
+296
+46% +$37K 0.01% 493
2025
Q4 		$73.6K Buy
638
+83
+15% +$9.8K ﹤0.01% 577
2025
Q3 		$62.4K Buy
+555
New +$60.7K ﹤0.01% 594

Other funds holding AEP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

Root Financial Partners's AEP Position: Q3 2026 in Review

Root Financial Partners opened a new position in American Electric Power (AEP) in Q3 2026: 8,284 shares worth $983K. The stake represents 0.03% of the portfolio and ranks #139 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in AEP as recently as Q1 2026.

Root Financial Partners first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. 786 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Root Financial Partners held 8,284 shares of American Electric Power worth $983K as of Q3 2026.
  • American Electric Power was a new Root Financial Partners position in Q3 2026.
  • American Electric Power made up 0.03% of Root Financial Partners's portfolio in Q3 2026, its #139 holding.
  • Root Financial Partners first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
  • 786 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.