TBFA
AEP icon

Three Bearings Fiduciary Advisors’s American Electric Power AEP Stock Holding History

Three Bearings Fiduciary 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
Q2 		– Sell
-10
Closed -$1.31K – 314
2026
Q1 		$1.31K Hold
10
– – ﹤0.01% 251
2025
Q4 		$1.2K Buy
+10
New +$1.18K ﹤0.01% 273

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Three Bearings Fiduciary Advisors's AEP Position: Q2 2026 in Review

Three Bearings Fiduciary Advisors sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 10 shares — an estimated $1.31K sold.

Three Bearings Fiduciary Advisors first reported a position in AEP in Q4 2025 and held it in 2 quarters. The position peaked at $1.31K in Q1 2026. 1,257 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Three Bearings Fiduciary Advisors reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Three Bearings Fiduciary Advisors sold 10 American Electric Power shares in Q2 2026, an estimated $1.31K.
  • Three Bearings Fiduciary Advisors first reported a position in American Electric Power in Q4 2025 and held it in 2 quarters.
  • Three Bearings Fiduciary Advisors's American Electric Power position peaked at $1.31K in Q1 2026.
  • 1,257 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Three Bearings Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.