SRH Advisors’s American Electric Power AEP Stock Holding History

SRH Advisors’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	$119K	Hold	1,000	–	–	0.03%	95
2026 Q2	$137K	Hold	1,000	–	–	0.03%	94
2026 Q1	$131K	Hold	1,000	–	–	0.04%	88
2025 Q4	$115K	Hold	1,000	–	–	0.03%	98
2025 Q3	$112K	Hold	1,000	–	–	0.03%	95
2025 Q2	$104K	Hold	1,000	–	–	0.03%	95
2025 Q1	$109K	Hold	1,000	–	–	0.03%	89
2024 Q4	$92.2K	Hold	1,000	–	–	0.03%	95
2024 Q3	$103K	Hold	1,000	–	–	0.03%	92
2024 Q2	$87.7K	Sell	1,000 -39	-4%	-$3.41K	0.03%	92
2024 Q1	$89.5K	Buy	1,039 +39	+4%	+$3.17K	0.03%	95
2023 Q4	$81.2K	Hold	1,000	–	–	0.03%	102
2023 Q3	$75.2K	Buy	+1,000	New	+$81.4K	0.04%	96

Other funds holding AEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 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

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

SRH Advisors's AEP Position: Q3 2026 in Review

SRH Advisors held its American Electric Power (AEP) position steady in Q3 2026 at 1,000 shares worth $119K. The position accounts for 0.03% of the portfolio, ranked #95.

SRH Advisors first reported a position in AEP in Q3 2023 and has held it in 13 quarters since. The position peaked at $137K in Q2 2026. 1,106 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

SRH Advisors held 1,000 shares of American Electric Power worth $119K as of Q3 2026.
SRH Advisors left its American Electric Power share count unchanged in Q3 2026.
American Electric Power made up 0.03% of SRH Advisors's portfolio in Q3 2026, its #95 holding.
SRH Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 13 quarters since.
SRH Advisors's American Electric Power position peaked at $137K in Q2 2026.
1,106 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on SRH Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.