UBS Group
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UBS Group’s American Electric Power AEP Stock Holding History

UBS Group’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 		$1.14M Sell
9,600
-15,400
-62% -$1.95M ﹤0.01% 5544
2026
Q2 		$3.42M Buy
25,000
+10,300
+70% +$1.36M ﹤0.01% 4570
2026
Q1 		$1.93M Sell
14,700
-127,700
-90% -$16M ﹤0.01% 5008
2025
Q4 		$16.4M Buy
142,400
+6,300
+5% +$744K ﹤0.01% 2775
2025
Q3 		$15.3M Hold
136,100
– – ﹤0.01% 2861
2025
Q2 		$14.1M Hold
136,100
– – ﹤0.01% 2741
2025
Q1 		$14.9M Buy
136,100
+106,000
+352% +$10.7M ﹤0.01% 2636
2024
Q4 		$2.78M Hold
30,100
– – ﹤0.01% 4405
2024
Q3 		$3.09M Sell
30,100
-1,600
-5% -$156K ﹤0.01% 3555
2024
Q2 		$2.78M Buy
31,700
+1,600
+5% +$140K ﹤0.01% 3422
2024
Q1 		$2.59M Buy
30,100
+26,500
+736% +$2.15M ﹤0.01% 3679
2023
Q4 		$292K Sell
3,600
-500
-12% -$38.8K ﹤0.01% 5513
2023
Q3 		$308K Buy
4,100
+500
+14% +$40.7K ﹤0.01% 5028
2023
Q2 		$303K Hold
3,600
– – ﹤0.01% 5201
2023
Q1 		$328K Sell
3,600
-211,400
-98% -$19.3M ﹤0.01% 5009
2022
Q4 		$20.4M Buy
215,000
+30,000
+16% +$2.73M 0.01% 1401
2022
Q3 		$16M Sell
185,000
-2,700
-1% -$267K 0.01% 1424
2022
Q2 		$18M Buy
187,700
+50,000
+36% +$4.96M 0.01% 1392
2022
Q1 		$13.7M Sell
137,700
-12,500
-8% -$1.14M ﹤0.01% 1700
2021
Q4 		$13.4M Sell
150,200
-33,502
-18% -$2.83M ﹤0.01% 1892
2021
Q3 		$14.9M Hold
183,702
– – ﹤0.01% 1727
2021
Q2 		$15.5M Buy
183,702
+75,400
+70% +$6.49M 0.01% 1681
2021
Q1 		$9.17M Buy
+108,302
New +$8.73M ﹤0.01% 2027
2020
Q2 		– Sell
-25,300
Closed -$2.02M – 7894
2020
Q1 		$2.02M Buy
+25,300
New +$2.39M ﹤0.01% 2747
2016
Q1 		– Sell
-400
Closed -$23K – 7585
2015
Q4 		$23K Hold
400
– – ﹤0.01% 6593
2015
Q3 		$23K Hold
400
– – ﹤0.01% 6570
2015
Q2 		$21K Hold
400
– – ﹤0.01% 6812
2015
Q1 		$23K Sell
400
-1,200
-75% -$71.2K ﹤0.01% 6837
2014
Q4 		$97K Buy
+1,600
New +$91.6K ﹤0.01% 5727

Other funds holding AEP

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group's AEP Position: Q3 2026 in Review

UBS Group reduced its American Electric Power (AEP) stake by 4.8% in Q3 2026, selling an estimated $15.1M and leaving 2,362,501 shares worth $280M. The position accounts for 0.04% of the portfolio, ranked #486.

UBS Group first reported a position in AEP in Q4 2014 and has held it in 48 quarters since. The position peaked at $393M in Q1 2024. 1,308 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • UBS Group held 2,362,501 shares of American Electric Power worth $280M as of Q3 2026.
  • UBS Group sold 119,592 American Electric Power shares in Q3 2026, an estimated $15.1M.
  • American Electric Power made up 0.04% of UBS Group's portfolio in Q3 2026, its #486 holding.
  • UBS Group first reported a position in American Electric Power in Q4 2014 and has held it in 48 quarters since.
  • UBS Group's American Electric Power position peaked at $393M in Q1 2024.
  • 1,308 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.