Spire Wealth Management
AEP icon

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

Spire 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 		$1.43M Buy
12,064
+7,641
+173% +$967K 0.04% 335
2026
Q2 		$605K Sell
4,423
-7,324
-62% -$965K 0.02% 508
2026
Q1 		$1.54M Buy
11,747
+908
+8% +$114K 0.05% 308
2025
Q4 		$1.25M Buy
10,839
+6,993
+182% +$826K 0.04% 352
2025
Q3 		$433K Sell
3,846
-708
-16% -$77.5K 0.01% 567
2025
Q2 		$473K Sell
4,554
-17,204
-79% -$1.79M 0.02% 524
2025
Q1 		$2.38M Buy
21,758
+17,962
+473% +$1.82M 0.08% 242
2024
Q4 		$350K Buy
3,796
+74
+2% +$7.16K 0.01% 665
2024
Q3 		$382K Buy
3,722
+247
+7% +$24.1K 0.01% 583
2024
Q2 		$305K Buy
3,475
+313
+10% +$27.4K 0.01% 608
2024
Q1 		$272K Buy
3,162
+379
+14% +$30.8K ﹤0.01% 690
2023
Q4 		$216K Sell
2,783
-379
-12% -$29.4K 0.01% 738
2023
Q3 		$238K Sell
3,162
-40
-1% -$3.26K 0.01% 664
2023
Q2 		$270K Sell
3,202
-4
-0.1% -$353 0.01% 634
2023
Q1 		$292K Buy
3,206
+1,452
+83% +$133K 0.01% 620
2022
Q4 		$167K Buy
1,754
+18
+1% +$1.64K 0.01% 598
2022
Q3 		$150K Sell
1,736
-1,276
-42% -$126K 0.01% 598
2022
Q2 		$289K Sell
3,012
-914
-23% -$90.6K 0.01% 645
2022
Q1 		$392K Sell
3,926
-5,208
-57% -$476K 0.01% 643
2021
Q4 		$813K Buy
9,134
+6,552
+254% +$553K 0.02% 538
2021
Q3 		$210K Buy
2,582
+9
+0.3% +$786 0.01% 896
2021
Q2 		$218K Sell
2,573
-7,520
-75% -$647K 0.01% 913
2021
Q1 		$856K Buy
+10,093
New +$814K 0.02% 497

Other funds holding AEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return

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

Spire Wealth Management increased its American Electric Power (AEP) stake by 173% in Q3 2026, buying an estimated $967K and bringing the position to 12,064 shares worth $1.43M. The position accounts for 0.04% of the portfolio, ranked #335.

Spire Wealth Management first reported a position in AEP in Q1 2021 and has held it in 23 quarters since. The position peaked at $2.38M in Q1 2025. 1,463 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Spire Wealth Management held 12,064 shares of American Electric Power worth $1.43M as of Q3 2026.
  • Spire Wealth Management bought 7,641 American Electric Power shares in Q3 2026, an estimated $967K.
  • American Electric Power made up 0.04% of Spire Wealth Management's portfolio in Q3 2026, its #335 holding.
  • Spire Wealth Management first reported a position in American Electric Power in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's American Electric Power position peaked at $2.38M in Q1 2025.
  • 1,463 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.