James T. Borello RIA’s American Electric Power AEP Stock Holding History

James T. Borello RIA’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	$73.9K	Sell	623 -42	-6%	-$5.32K	0.02%	204
2026 Q2	$91K	Buy	665 +3	+0.5%	+$395	0.02%	176
2026 Q1	$86.8K	Buy	662 +62	+10%	+$7.76K	0.02%	166
2025 Q4	$69.2K	Buy	600 +50	+9%	+$5.9K	0.02%	157
2025 Q3	$61.9K	Buy	550 +31	+6%	+$3.39K	0.02%	151
2025 Q2	$53.9K	Buy	519 +16	+3%	+$1.66K	0.02%	139
2025 Q1	$55K	Buy	+503	New	+$51K	0.02%	122

Other funds holding AEP

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Nexus Investment Management Toronto, Ontario, Canada $808M AUM 29.31% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Tema ETFs New York $2.69B AUM 42.96% 1-Year Est. Return

James T. Borello RIA's AEP Position: Q3 2026 in Review

James T. Borello RIA reduced its American Electric Power (AEP) stake by 6.3% in Q3 2026, selling an estimated $5.32K and leaving 623 shares worth $73.9K. The position accounts for 0.02% of the portfolio, ranked #204.

James T. Borello RIA first reported a position in AEP in Q1 2025 and has held it in 7 quarters since. The position peaked at $91K in Q2 2026. 613 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

James T. Borello RIA held 623 shares of American Electric Power worth $73.9K as of Q3 2026.
James T. Borello RIA sold 42 American Electric Power shares in Q3 2026, an estimated $5.32K.
American Electric Power made up 0.02% of James T. Borello RIA's portfolio in Q3 2026, its #204 holding.
James T. Borello RIA first reported a position in American Electric Power in Q1 2025 and has held it in 7 quarters since.
James T. Borello RIA's American Electric Power position peaked at $91K in Q2 2026.
613 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.