S.A. Mason
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S.A. Mason’s American Electric Power AEP Stock Holding History

S.A. Mason’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 		$170K Hold
1,430
– – 0.05% 232
2026
Q2 		$196K Hold
1,430
– – 0.06% 220
2026
Q1 		$187K Hold
1,430
– – 0.07% 206
2025
Q4 		$165K Hold
1,430
– – 0.07% 206
2025
Q3 		$161K Hold
1,430
– – 0.07% 203
2025
Q2 		$148K Hold
1,430
– – 0.07% 195
2025
Q1 		$156K Sell
1,430
-25
-2% -$2.53K 0.08% 191
2024
Q4 		$134K Sell
1,455
-10
-0.7% -$968 0.07% 204
2024
Q3 		$150K Hold
1,465
– – 0.08% 188
2024
Q2 		$129K Hold
1,465
– – 0.07% 192
2024
Q1 		$126K Hold
1,465
– – 0.08% 192
2023
Q4 		$119K Hold
1,465
– – 0.08% 187
2023
Q3 		$110K Sell
1,465
-2
-0.1% -$163 0.08% 190
2023
Q2 		$133K Hold
1,467
– – 0.1% 174
2023
Q1 		$133K Hold
1,467
– – 0.1% 174
2022
Q4 		$139K Hold
1,467
– – 0.1% 171
2022
Q3 		$127K Sell
1,467
-5
-0.3% -$494 0.1% 181
2022
Q2 		$141K Buy
1,472
+22
+2% +$2.18K 0.1% 177
2022
Q1 		$145K Hold
1,450
– – 0.09% 182
2021
Q4 		$129K Hold
1,450
– – 0.08% 188
2021
Q3 		$118K Hold
1,450
– – 0.08% 186
2021
Q2 		$123K Buy
1,450
+20
+1% +$1.72K 0.08% 183
2021
Q1 		$121K Buy
+1,430
New +$115K 0.09% 183
2020
Q1 		– Sell
-30
Closed -$3K – 386
2019
Q4 		$3K Buy
+30
New +$2.77K ﹤0.01% 397

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

S.A. Mason's AEP Position: Q3 2026 in Review

S.A. Mason held its American Electric Power (AEP) position steady in Q3 2026 at 1,430 shares worth $170K. The position accounts for 0.05% of the portfolio, ranked #232.

S.A. Mason first reported a position in AEP in Q4 2019 and has held it in 24 quarters since. The position peaked at $196K in Q2 2026. 1,099 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • S.A. Mason held 1,430 shares of American Electric Power worth $170K as of Q3 2026.
  • S.A. Mason left its American Electric Power share count unchanged in Q3 2026.
  • American Electric Power made up 0.05% of S.A. Mason's portfolio in Q3 2026, its #232 holding.
  • S.A. Mason first reported a position in American Electric Power in Q4 2019 and has held it in 24 quarters since.
  • S.A. Mason's American Electric Power position peaked at $196K in Q2 2026.
  • 1,099 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on S.A. Mason's 13F filing for Q3 2026, filed 13 Oct 2026.