tru Independence’s American Electric Power AEP Stock Holding History

tru Independence’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	–	Sell	-1,735	Closed	-$237K	–	110
2026 Q2	$237K	Sell	1,735 -64	-4%	-$8.43K	0.1%	93
2026 Q1	$236K	Sell	1,799 -53	-3%	-$6.63K	0.12%	90
2025 Q4	$214K	Buy	+1,852	New	+$219K	0.05%	127
2021 Q3	–	Sell	-508	Closed	-$43K	–	198
2021 Q2	$43K	Buy	+508	New	+$43.7K	0.01%	223
2021 Q1	–	Sell	-619	Closed	-$52	–	304
2020 Q4	$52	Buy	+619	New	+$53.7K	﹤0.01%	485
2020 Q3	–	Sell	-609	Closed	-$48K	–	324
2020 Q2	$48K	Sell	609 -199	-25%	-$16.2K	0.01%	379
2020 Q1	$65K	Hold	808	–	–	0.01%	276
2019 Q4	$65K	Buy	+808	New	+$74.6K	0.01%	343

Other funds holding AEP

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

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

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Willis Investment Counsel Gainesville, Georgia $1.97B AUM 25.29% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.21B AUM 18.94% 1-Year Est. Return

tru Independence's AEP Position: Q3 2026 in Review

tru Independence sold out of American Electric Power (AEP) in Q3 2026, closing a stake of 1,735 shares — an estimated $237K sold.

tru Independence first reported a position in AEP in Q4 2019 and held it in 8 quarters. The position peaked at $237K in Q2 2026. 424 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

tru Independence reported no remaining American Electric Power position as of Q3 2026 after selling out during the quarter.
tru Independence sold 1,735 American Electric Power shares in Q3 2026, an estimated $237K.
tru Independence first reported a position in American Electric Power in Q4 2019 and held it in 8 quarters.
tru Independence's American Electric Power position peaked at $237K in Q2 2026.
424 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on tru Independence's 13F filing for Q3 2026, filed 20 Oct 2026.