Waldron Private Wealth
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Waldron Private Wealth’s American Electric Power AEP Stock Holding History

Waldron Private Wealth’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 		$923K Sell
7,778
-572
-7% -$72.4K 0.03% 156
2026
Q2 		$1.14M Sell
8,350
-2
-0% -$263 0.04% 138
2026
Q1 		$1.09M Buy
8,352
+471
+6% +$58.9K 0.04% 138
2025
Q4 		$909K Sell
7,881
-150
-2% -$17.7K 0.04% 150
2025
Q3 		$903K Buy
8,031
+658
+9% +$72K 0.04% 151
2025
Q2 		$765K Sell
7,373
-143
-2% -$14.9K 0.03% 158
2025
Q1 		$821K Sell
7,516
-3,345
-31% -$339K 0.04% 147
2024
Q4 		$1M Buy
10,861
+7,189
+196% +$696K 0.04% 165
2024
Q3 		$377K Buy
3,672
+279
+8% +$27.2K 0.02% 293
2024
Q2 		$298K Buy
3,393
+21
+0.6% +$1.84K 0.01% 315
2024
Q1 		$290K Sell
3,372
-36
-1% -$2.93K 0.01% 322
2023
Q4 		$277K Buy
3,408
+516
+18% +$40.1K 0.01% 326
2023
Q3 		$218K Buy
+2,892
New +$235K 0.01% 338
2023
Q2 		– Sell
-2,998
Closed -$273K – 381
2023
Q1 		$273K Buy
2,998
+190
+7% +$17.4K 0.01% 338
2022
Q4 		$242K Hold
2,808
– – 0.02% 324
2022
Q3 		$242K Buy
2,808
+88
+3% +$8.7K 0.02% 326
2022
Q2 		$260K Buy
2,720
+485
+22% +$48.1K 0.01% 322
2022
Q1 		$222K Buy
+2,235
New +$204K 0.01% 370
2019
Q3 		– Sell
-2,623
Closed -$230K – 257
2019
Q2 		$230K Buy
+2,623
New +$226K 0.02% 218

Other funds holding AEP

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 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
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $13.6B AUM 13.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Waldron Private Wealth's AEP Position: Q3 2026 in Review

Waldron Private Wealth reduced its American Electric Power (AEP) stake by 6.9% in Q3 2026, selling an estimated $72.4K and leaving 7,778 shares worth $923K. The position accounts for 0.03% of the portfolio, ranked #156.

Waldron Private Wealth first reported a position in AEP in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.14M in Q2 2026. 1,099 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Waldron Private Wealth held 7,778 shares of American Electric Power worth $923K as of Q3 2026.
  • Waldron Private Wealth sold 572 American Electric Power shares in Q3 2026, an estimated $72.4K.
  • American Electric Power made up 0.03% of Waldron Private Wealth's portfolio in Q3 2026, its #156 holding.
  • Waldron Private Wealth first reported a position in American Electric Power in Q2 2019 and has held it in 19 quarters since.
  • Waldron Private Wealth's American Electric Power position peaked at $1.14M in Q2 2026.
  • 1,099 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Waldron Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.