William Allan Corp
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William Allan Corp’s American Electric Power AEP Stock Holding History

William Allan Corp’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 		$242K Sell
2,037
-20
-1% -$2.53K 0.12% 63
2026
Q2 		$281K Hold
2,057
– – 0.14% 56
2026
Q1 		$270K Buy
2,057
+2
+0.1% +$250 0.16% 53
2025
Q4 		$237K Buy
+2,055
New +$243K 0.13% 56
2022
Q1 		– Sell
-1,810
Closed -$161K – 51
2021
Q4 		$161K Buy
+1,810
New +$153K 0.11% 46

Other funds holding AEP

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
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
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 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
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 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
Welch Group
Welch Group Birmingham, Alabama $2.93B AUM 21.24% 1-Year Est. Return

William Allan Corp's AEP Position: Q3 2026 in Review

William Allan Corp reduced its American Electric Power (AEP) stake by 0.97% in Q3 2026, selling an estimated $2.53K and leaving 2,037 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #63.

William Allan Corp first reported a position in AEP in Q4 2021 and has held it in 5 quarters since. The position peaked at $281K in Q2 2026. 786 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • William Allan Corp held 2,037 shares of American Electric Power worth $242K as of Q3 2026.
  • William Allan Corp sold 20 American Electric Power shares in Q3 2026, an estimated $2.53K.
  • American Electric Power made up 0.12% of William Allan Corp's portfolio in Q3 2026, its #63 holding.
  • William Allan Corp first reported a position in American Electric Power in Q4 2021 and has held it in 5 quarters since.
  • William Allan Corp's American Electric Power position peaked at $281K in Q2 2026.
  • 786 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on William Allan Corp's 13F filing for Q3 2026, filed 14 Oct 2026.