Townsend Asset Management’s American Electric Power AEP Stock Holding History

Townsend Asset Management’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	$329K	Buy	2,772 +5	+0.2%	+$633	0.1%	107
2026 Q2	$379K	Buy	2,767 +5	+0.2%	+$659	0.12%	103
2026 Q1	$362K	Buy	2,762 +455	+20%	+$56.9K	0.13%	99
2025 Q4	$266K	Sell	2,307 -233	-9%	-$27.5K	0.09%	104
2025 Q3	$286K	Sell	2,540 -450	-15%	-$49.2K	0.1%	100
2025 Q2	$310K	Buy	2,990 +10	+0.3%	+$1.04K	0.11%	97
2025 Q1	$326K	Hold	2,980	–	–	0.13%	99
2024 Q4	$275K	Hold	2,980	–	–	0.1%	110
2024 Q3	$306K	Hold	2,980	–	–	0.11%	110
2024 Q2	$261K	Hold	2,980	–	–	0.1%	114
2024 Q1	$257K	Hold	2,980	–	–	0.1%	122
2023 Q4	$242K	Hold	2,980	–	–	0.11%	111
2023 Q3	$224K	Hold	2,980	–	–	0.11%	111
2023 Q2	$251K	Hold	2,980	–	–	0.12%	114
2023 Q1	$271K	Hold	2,980	–	–	0.14%	110
2022 Q4	$283K	Hold	2,980	–	–	0.14%	109
2022 Q3	$258K	Hold	2,980	–	–	0.15%	108
2022 Q2	$286K	Hold	2,980	–	–	0.15%	113
2022 Q1	$297K	Sell	2,980 -41	-1%	-$3.75K	0.15%	111
2021 Q4	$269K	Hold	3,021	–	–	0.13%	121
2021 Q3	$245K	Hold	3,021	–	–	0.13%	122
2021 Q2	$256K	Hold	3,021	–	–	0.14%	124
2021 Q1	$256K	Sell	3,021 -300	-9%	-$24.2K	0.16%	117
2020 Q4	$277K	Hold	3,321	–	–	0.18%	108
2020 Q3	$271K	Hold	3,321	–	–	0.22%	103
2020 Q2	$264K	Hold	3,321	–	–	0.21%	102
2020 Q1	$266K	Hold	3,321	–	–	0.27%	97
2019 Q4	$314K	Buy	+3,321	New	+$307K	0.25%	95

Other funds holding AEP

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Townsend Asset Management's AEP Position: Q3 2026 in Review

Townsend Asset Management increased its American Electric Power (AEP) stake by 0.18% in Q3 2026, buying an estimated $633 and bringing the position to 2,772 shares worth $329K. The position accounts for 0.1% of the portfolio, ranked #107.

Townsend Asset Management first reported a position in AEP in Q4 2019 and has held it in 28 quarters since. The position peaked at $379K in Q2 2026. 1,105 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Townsend Asset Management held 2,772 shares of American Electric Power worth $329K as of Q3 2026.
Townsend Asset Management bought 5 American Electric Power shares in Q3 2026, an estimated $633.
American Electric Power made up 0.1% of Townsend Asset Management's portfolio in Q3 2026, its #107 holding.
Townsend Asset Management first reported a position in American Electric Power in Q4 2019 and has held it in 28 quarters since.
Townsend Asset Management's American Electric Power position peaked at $379K in Q2 2026.
1,105 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Townsend Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.