Toth Financial Advisory’s American Electric Power AEP Stock Holding History

Toth Financial Advisory’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	$2.85K	Buy	24 +9	+60%	+$1.14K	﹤0.01%	746
2026 Q2	$2.05K	Hold	15	–	–	﹤0.01%	746
2026 Q1	$1.97K	Sell	15 -1	-6%	-$125	﹤0.01%	722
2025 Q4	$1.84K	Sell	16 -2	-11%	-$236	﹤0.01%	722
2025 Q3	$2.02K	Buy	18 +3	+20%	+$328	﹤0.01%	691
2025 Q2	$1.56K	Buy	+15	New	+$1.56K	﹤0.01%	672
2023 Q2	–	Sell	-53	Closed	-$4.82K	–	776
2023 Q1	$4.82K	Buy	+53	New	+$4.85K	﹤0.01%	545
2022 Q4	–	Sell	-110	Closed	-$10K	–	713
2022 Q3	$10K	Buy	+110	New	+$10.9K	﹤0.01%	449

Other funds holding AEP

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

AMBIA

Allen Mooney & Barnes Investment Advisors Thomasville, Georgia $673M AUM 20.03% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

EIA

Eastover Investment Advisors Charlotte, North Carolina $257M AUM 14.8% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Toth Financial Advisory's AEP Position: Q3 2026 in Review

Toth Financial Advisory increased its American Electric Power (AEP) stake by 60% in Q3 2026, buying an estimated $1.14K and bringing the position to 24 shares worth $2.85K. The position accounts for ﹤0.01% of the portfolio, ranked #746.

Toth Financial Advisory first reported a position in AEP in Q3 2022 and has held it in 8 quarters since. The position peaked at $10K in Q3 2022. 55 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Toth Financial Advisory held 24 shares of American Electric Power worth $2.85K as of Q3 2026.
Toth Financial Advisory bought 9 American Electric Power shares in Q3 2026, an estimated $1.14K.
American Electric Power made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #746 holding.
Toth Financial Advisory first reported a position in American Electric Power in Q3 2022 and has held it in 8 quarters since.
Toth Financial Advisory's American Electric Power position peaked at $10K in Q3 2022.
55 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.