Seamount Financial Group’s American Electric Power AEP Stock Holding History

Seamount Financial 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	$237K	Buy	1,999 +10	+0.5%	+$1.27K	0.09%	130
2026 Q2	$272K	Buy	1,989 +10	+0.5%	+$1.32K	0.11%	123
2026 Q1	$259K	Buy	1,979 +53	+3%	+$6.63K	0.12%	120
2025 Q4	$222K	Buy	1,926 +26	+1%	+$3.07K	0.1%	126
2025 Q3	$214K	Buy	+1,900	New	+$208K	0.1%	129
2025 Q2	–	Sell	-1,877	Closed	-$205K	–	130
2025 Q1	$205K	Buy	+1,877	New	+$190K	0.14%	98

Other funds holding AEP

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

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

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

Nexus Investment Management Toronto, Ontario, Canada $808M AUM 29.31% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

Seamount Financial Group's AEP Position: Q3 2026 in Review

Seamount Financial Group increased its American Electric Power (AEP) stake by 0.5% in Q3 2026, buying an estimated $1.27K and bringing the position to 1,999 shares worth $237K. The position accounts for 0.09% of the portfolio, ranked #130.

Seamount Financial Group first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $272K in Q2 2026. 651 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Seamount Financial Group held 1,999 shares of American Electric Power worth $237K as of Q3 2026.
Seamount Financial Group bought 10 American Electric Power shares in Q3 2026, an estimated $1.27K.
American Electric Power made up 0.09% of Seamount Financial Group's portfolio in Q3 2026, its #130 holding.
Seamount Financial Group first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
Seamount Financial Group's American Electric Power position peaked at $272K in Q2 2026.
651 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

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