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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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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. 1,986 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.
  • 1,986 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.