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Creative Planning AEP Position History
American Electric Power Company, Inc. • Utilities
Quarters held
10
Latest value
$65.2M
Q3 2026
Peak value
$65.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $37M |
| Q3 2025 | $437K |
| Q4 2025 | $40.7M |
| Q4 2025 | $498K |
| Q1 2026 | $593K |
| Q1 2026 | $51.8M |
| Q2 2026 | $681K |
| Q2 2026 | $61.3M |
| Q3 2026 | $666K |
| Q3 2026 | $65.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $65.2M | 549.3K | — | — |
| Q3 2026 | $666K | 5.6K | — | — |
| Q2 2026 | $61.3M | 448.4K | — | — |
| Q2 2026 | $681K | 5.0K | — | — |
| Q1 2026 | $51.8M | 395.5K | — | — |
| Q1 2026 | $593K | 4.5K | — | — |
| Q4 2025 | $498K | 4.3K | — | — |
| Q4 2025 | $40.7M | 353.3K | — | — |
| Q3 2025 | $437K | 3.9K | — | — |
| Q3 2025 | $37M | 329.0K | — | — |
Other funds holding AEP
$5.4B
$5.4B
$5.2B
$5.2B
$4.2B
$4.2B
$3.5B