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Kestra Advisory Services, LLC → AEP
Kestra Advisory Services, LLC AEP Position History
American Electric Power Company, Inc. • Utilities
Quarters held
5
Latest value
$18.6M
Q3 2026
Peak value
$18.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.3M |
| Q4 2025 | $13.4M |
| Q1 2026 | $18.3M |
| Q2 2026 | $17.9M |
| Q3 2026 | $18.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $18.6M | 156.9K | — | — |
| Q2 2026 | $17.9M | 130.7K | — | — |
| Q1 2026 | $18.3M | 139.5K | — | — |
| Q4 2025 | $13.4M | 116.2K | — | — |
| Q3 2025 | $11.3M | 100.4K | — | — |
Other funds holding AEP
$5.4B
$5.4B
$5.2B
$5.2B
$4.2B
$4.2B
$3.5B