Silver Oak Advisory Group’s American Electric Power AEP Stock Holding History

Silver Oak 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	$205K	Hold	1,725	–	–	0.08%	89
2026 Q2	$235K	Hold	1,725	–	–	0.09%	76
2026 Q1	$226K	Buy	+1,725	New	+$216K	0.1%	73
2023 Q2	–	Sell	-2,499	Closed	-$227K	–	56
2023 Q1	$227K	Hold	2,499	–	–	0.15%	53
2022 Q4	$237K	Hold	2,499	–	–	0.17%	48
2022 Q3	$216K	Hold	2,499	–	–	0.16%	49
2022 Q2	$240K	Sell	2,499 -146	-6%	-$14.5K	0.17%	47
2022 Q1	$264K	Hold	2,645	–	–	0.17%	47
2021 Q4	$235K	Buy	+2,645	New	+$223K	0.15%	56

Other funds holding AEP

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

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Silver Oak Advisory Group's AEP Position: Q3 2026 in Review

Silver Oak Advisory Group held its American Electric Power (AEP) position steady in Q3 2026 at 1,725 shares worth $205K. The position accounts for 0.08% of the portfolio, ranked #89.

Silver Oak Advisory Group first reported a position in AEP in Q4 2021 and has held it in 9 quarters since. The position peaked at $264K in Q1 2022. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Silver Oak Advisory Group held 1,725 shares of American Electric Power worth $205K as of Q3 2026.
Silver Oak Advisory Group left its American Electric Power share count unchanged in Q3 2026.
American Electric Power made up 0.08% of Silver Oak Advisory Group's portfolio in Q3 2026, its #89 holding.
Silver Oak Advisory Group first reported a position in American Electric Power in Q4 2021 and has held it in 9 quarters since.
Silver Oak Advisory Group's American Electric Power position peaked at $264K in Q1 2022.
1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.