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Allen Mooney & Barnes Investment Advisors LLC → AEP
Allen Mooney & Barnes Investment Advisors LLC AEP Position History
American Electric Power Company, Inc. • Utilities
Quarters held
5
Latest value
$17.1M
Q3 2026
Peak value
$20.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $16.9M |
| Q4 2025 | $17.6M |
| Q1 2026 | $20.1M |
| Q2 2026 | $19.6M |
| Q3 2026 | $17.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $17.1M | 144.2K | — | — |
| Q2 2026 | $19.6M | 142.9K | — | — |
| Q1 2026 | $20.1M | 153.3K | — | — |
| Q4 2025 | $17.6M | 152.9K | — | — |
| Q3 2025 | $16.9M | 150.2K | — | — |
Other funds holding AEP
$5.4B
$5.4B
$5.2B
$5.2B
$4.2B
$4.2B
$3.5B