Wealth Quarterback
AEP icon

Wealth Quarterback’s American Electric Power AEP Stock Holding History

Wealth Quarterback’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 		$270K Buy
2,274
+11
+0.5% +$1.39K 0.08% 149
2026
Q2 		$310K Sell
2,263
-26
-1% -$3.42K 0.1% 135
2026
Q1 		$300K Buy
2,289
+10
+0.4% +$1.25K 0.12% 127
2025
Q4 		$263K Buy
2,279
+12
+0.5% +$1.42K 0.09% 133
2025
Q3 		$255K Buy
2,267
+13
+0.6% +$1.42K 0.1% 138
2025
Q2 		$234K Sell
2,254
-162
-7% -$16.9K 0.11% 128
2025
Q1 		$264K Buy
2,416
+12
+0.5% +$1.22K 0.15% 109
2024
Q4 		$222K Buy
2,404
+14
+0.6% +$1.36K 0.1% 107
2024
Q3 		$245K Buy
2,390
+11
+0.5% +$1.07K 0.13% 108
2024
Q2 		$209K Sell
2,379
-65
-3% -$5.69K 0.12% 113
2024
Q1 		$210K Sell
2,444
-247
-9% -$20.1K 0.12% 110
2023
Q4 		$219K Buy
+2,691
New +$209K 0.13% 107
2023
Q3 		– Sell
-2,615
Closed -$220K – 112
2023
Q2 		$220K Buy
2,615
+415
+19% +$36.7K 0.15% 103
2023
Q1 		$200K Buy
2,200
+19
+0.9% +$1.74K 0.17% 112
2022
Q4 		$207K Buy
+2,181
New +$199K 0.17% 102
2021
Q3 		$147K Buy
19,973
+17,765
+805% +$1.55M 0.1% 131
2021
Q2 		$187K Buy
+2,208
New +$190K 0.11% 116
2020
Q2 		– Sell
-1,877
Closed -$150K – 123
2020
Q1 		$150K Sell
1,877
-28,951
-94% -$2.74M 0.14% 125
2019
Q4 		$159K Buy
+30,828
New +$2.85M 0.14% 125

Other funds holding AEP

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Ferguson Wellman Capital Management
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Tema ETFs
Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Wealth Quarterback's AEP Position: Q3 2026 in Review

Wealth Quarterback increased its American Electric Power (AEP) stake by 0.49% in Q3 2026, buying an estimated $1.39K and bringing the position to 2,274 shares worth $270K. The position accounts for 0.08% of the portfolio, ranked #149.

Wealth Quarterback first reported a position in AEP in Q4 2019 and has held it in 19 quarters since. The position peaked at $310K in Q2 2026. 544 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Wealth Quarterback held 2,274 shares of American Electric Power worth $270K as of Q3 2026.
  • Wealth Quarterback bought 11 American Electric Power shares in Q3 2026, an estimated $1.39K.
  • American Electric Power made up 0.08% of Wealth Quarterback's portfolio in Q3 2026, its #149 holding.
  • Wealth Quarterback first reported a position in American Electric Power in Q4 2019 and has held it in 19 quarters since.
  • Wealth Quarterback's American Electric Power position peaked at $310K in Q2 2026.
  • 544 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Wealth Quarterback's 13F filing for Q3 2026, filed 20 Oct 2026.