Summit Securities Group
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Summit Securities Group’s American Electric Power AEP Stock Holding History

Summit Securities 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
2022
Q1 		– Sell
-1,500
Closed -$133K – 1078
2021
Q4 		$133K Buy
+1,500
New +$127K 0.01% 662
2021
Q3 		– Sell
-31
Closed -$262K – 675
2021
Q2 		$262K Buy
+31
New +$2.67K 0.02% 570
2020
Q3 		– Sell
-30
Closed -$239K – 356
2020
Q2 		$239K Buy
+30
New +$2.45K 0.03% 368
2014
Q4 		– Sell
-15
Closed -$8K – 594
2014
Q3 		$8K Buy
+15
New +$793 ﹤0.01% 548

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Summit Securities Group's AEP Position: Q3 2026 in Review

Summit Securities Group opened a new position in American Electric Power (AEP) in Q3 2026: 680 shares worth $80.7K. The stake represents 0.01% of the portfolio and ranks #481 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in AEP as recently as Q4 2025.

Summit Securities Group first reported a position in AEP in Q1 2014 and has held it in 21 quarters since. The position peaked at $529K in Q4 2019. 1,280 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Summit Securities Group held 680 shares of American Electric Power worth $80.7K as of Q3 2026.
  • American Electric Power was a new Summit Securities Group position in Q3 2026.
  • American Electric Power made up 0.01% of Summit Securities Group's portfolio in Q3 2026, its #481 holding.
  • Summit Securities Group first reported a position in American Electric Power in Q1 2014 and has held it in 21 quarters since.
  • Summit Securities Group's American Electric Power position peaked at $529K in Q4 2019.
  • 1,280 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.