Trifecta Capital Advisors’s American Electric Power AEP Stock Holding History

Trifecta Capital 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 Q3	$314K	Buy	2,645 +1,644	+164%	+$208K	0.04%	90
2026 Q2	$137K	Buy	1,001 +1	+0.1%	+$132	0.02%	132
2026 Q1	$131K	Hold	1,000	–	–	0.02%	131
2025 Q4	$115K	Sell	1,000 -10	-1%	-$1.18K	0.02%	130
2025 Q3	$114K	Hold	1,010	–	–	0.02%	138
2025 Q2	$105K	Hold	1,010	–	–	0.02%	142
2025 Q1	$110K	Hold	1,010	–	–	0.02%	103
2024 Q4	$93.2K	Hold	1,010	–	–	0.02%	108
2024 Q3	$104K	Hold	1,010	–	–	0.02%	107
2024 Q2	$88.6K	Hold	1,010	–	–	0.02%	111
2024 Q1	$87K	Hold	1,010	–	–	0.02%	115
2023 Q4	$82K	Hold	1,010	–	–	0.02%	112
2023 Q3	$76K	Hold	1,010	–	–	0.02%	114
2023 Q2	$85K	Hold	1,010	–	–	0.03%	114
2023 Q1	$91.9K	Buy	1,010 +749	+287%	+$68.5K	0.03%	114
2022 Q4	$24.8K	Buy	+261	New	+$23.8K	0.01%	163

Other funds holding AEP

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $420B AUM 34.97% 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

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Trifecta Capital Advisors's AEP Position: Q3 2026 in Review

Trifecta Capital Advisors increased its American Electric Power (AEP) stake by 164% in Q3 2026, buying an estimated $208K and bringing the position to 2,645 shares worth $314K. The position accounts for 0.04% of the portfolio, ranked #90.

Trifecta Capital Advisors first reported a position in AEP in Q4 2022 and has held it in 16 quarters since. 1,377 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

Trifecta Capital Advisors held 2,645 shares of American Electric Power worth $314K as of Q3 2026.
Trifecta Capital Advisors bought 1,644 American Electric Power shares in Q3 2026, an estimated $208K.
American Electric Power made up 0.04% of Trifecta Capital Advisors's portfolio in Q3 2026, its #90 holding.
Trifecta Capital Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 16 quarters since.
1,377 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Trifecta Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.