Stiles Financial Services
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Stiles Financial Services’s American Electric Power AEP Stock Holding History

Stiles Financial Services’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 		$357K Sell
3,008
-291
-9% -$36.8K 0.09% 140
2026
Q2 		$451K Buy
3,299
+4
+0.1% +$527 0.11% 129
2026
Q1 		$432K Buy
3,295
+21
+0.6% +$2.63K 0.13% 124
2025
Q4 		$378K Buy
3,274
+24
+0.7% +$2.83K 0.12% 135
2025
Q3 		$366K Buy
3,250
+24
+0.7% +$2.63K 0.12% 136
2025
Q2 		$335K Buy
3,226
+387
+14% +$40.3K 0.12% 137
2025
Q1 		$310K Buy
2,839
+7
+0.2% +$709 0.12% 136
2024
Q4 		$261K Buy
2,832
+27
+1% +$2.61K 0.09% 159
2024
Q3 		$288K Buy
2,805
+272
+11% +$26.5K 0.1% 154
2024
Q2 		$222K Buy
2,533
+37
+1% +$3.24K 0.09% 171
2024
Q1 		$215K Buy
2,496
+13
+0.5% +$1.06K 0.09% 169
2023
Q4 		$202K Buy
+2,483
New +$193K 0.09% 162
2023
Q3 		– Sell
-2,416
Closed -$203K – 177
2023
Q2 		$203K Buy
2,416
+48
+2% +$4.24K 0.1% 180
2023
Q1 		$215K Buy
2,368
+22
+0.9% +$2.01K 0.12% 167
2022
Q4 		$223K Buy
2,346
+20
+0.9% +$1.82K 0.13% 158
2022
Q3 		$201K Buy
2,326
+17
+0.7% +$1.68K 0.12% 157
2022
Q2 		$222K Buy
2,309
+18
+0.8% +$1.78K 0.13% 150
2022
Q1 		$229K Buy
2,291
+15
+0.7% +$1.37K 0.11% 159
2021
Q4 		$203K Buy
+2,276
New +$192K 0.1% 174

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

Stiles Financial Services's AEP Position: Q3 2026 in Review

Stiles Financial Services reduced its American Electric Power (AEP) stake by 8.8% in Q3 2026, selling an estimated $36.8K and leaving 3,008 shares worth $357K. The position accounts for 0.09% of the portfolio, ranked #140.

Stiles Financial Services first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $451K in Q2 2026. 1,099 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Stiles Financial Services held 3,008 shares of American Electric Power worth $357K as of Q3 2026.
  • Stiles Financial Services sold 291 American Electric Power shares in Q3 2026, an estimated $36.8K.
  • American Electric Power made up 0.09% of Stiles Financial Services's portfolio in Q3 2026, its #140 holding.
  • Stiles Financial Services first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • Stiles Financial Services's American Electric Power position peaked at $451K in Q2 2026.
  • 1,099 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Stiles Financial Services's 13F filing for Q3 2026, filed 30 Oct 2026.