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United Advisor Group’s American Electric Power AEP Stock Holding History

United Advisor 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 		$219K Buy
+1,843
New +$233K 0.02% 531

Other funds holding AEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 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

United Advisor Group's AEP Position: Q3 2026 in Review

United Advisor Group opened a new position in American Electric Power (AEP) in Q3 2026: 1,843 shares worth $219K. The stake represents 0.02% of the portfolio and ranks #531 among its holdings.

1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • United Advisor Group held 1,843 shares of American Electric Power worth $219K as of Q3 2026.
  • American Electric Power was a new United Advisor Group position in Q3 2026.
  • American Electric Power made up 0.02% of United Advisor Group's portfolio in Q3 2026, its #531 holding.
  • 1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on United Advisor Group's 13F filing for Q3 2026, filed 3 Nov 2026.