W Advisors LLC’s American Electric Power AEP Stock Holding History

W Advisors LLC’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	$399K	Buy	3,360 +86	+3%	+$10.9K	0.17%	105
2026 Q2	$448K	Hold	3,274	–	–	0.2%	96
2026 Q1	$429K	Sell	3,274 -5	-0.2%	-$626	0.22%	88
2025 Q4	$378K	Hold	3,279	–	–	0.19%	92
2025 Q3	$369K	Buy	3,279 +2	+0.1%	+$219	0.19%	96
2025 Q2	$340K	Sell	3,277 -175	-5%	-$18.2K	0.2%	95
2025 Q1	$377K	Buy	3,452 +77	+2%	+$7.8K	0.24%	84
2024 Q4	$311K	Sell	3,375 -8	-0.2%	-$774	0.19%	93
2024 Q3	$347K	Buy	3,383 +51	+2%	+$4.98K	0.21%	87
2024 Q2	$292K	Buy	3,332 +19	+0.6%	+$1.66K	0.19%	93
2024 Q1	$285K	Buy	+3,313	New	+$269K	0.2%	91
2023 Q2	–	Sell	-2,310	Closed	-$210K	–	104
2023 Q1	$210K	Hold	2,310	–	–	0.17%	97
2022 Q4	$219K	Hold	2,310	–	–	0.18%	98
2022 Q3	$200K	Hold	2,310	–	–	0.19%	95
2022 Q2	$222K	Hold	2,310	–	–	0.19%	95
2022 Q1	$230K	Hold	2,310	–	–	0.17%	96
2021 Q4	$206K	Buy	+2,310	New	+$195K	0.15%	98

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

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

W Advisors LLC's AEP Position: Q3 2026 in Review

W Advisors LLC increased its American Electric Power (AEP) stake by 2.6% in Q3 2026, buying an estimated $10.9K and bringing the position to 3,360 shares worth $399K. The position accounts for 0.17% of the portfolio, ranked #105.

W Advisors LLC first reported a position in AEP in Q4 2021 and has held it in 17 quarters since. The position peaked at $448K in Q2 2026. 1,181 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

W Advisors LLC held 3,360 shares of American Electric Power worth $399K as of Q3 2026.
W Advisors LLC bought 86 American Electric Power shares in Q3 2026, an estimated $10.9K.
American Electric Power made up 0.17% of W Advisors LLC's portfolio in Q3 2026, its #105 holding.
W Advisors LLC first reported a position in American Electric Power in Q4 2021 and has held it in 17 quarters since.
W Advisors LLC's American Electric Power position peaked at $448K in Q2 2026.
1,181 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on W Advisors LLC's 13F filing for Q3 2026, filed 2 Nov 2026.