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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → AEP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AEP Position History
American Electric Power Company, Inc. • Utilities
Quarters held
5
Latest value
$36.8M
Q3 2026
Peak value
$52.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $52.3M |
| Q4 2025 | $50.6M |
| Q1 2026 | $42.5M |
| Q2 2026 | $35.9M |
| Q3 2026 | $36.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $36.8M | 319.9K | — | — |
| Q2 2026 | $35.9M | 282.8K | — | — |
| Q1 2026 | $42.5M | 340.0K | — | — |
| Q4 2025 | $50.6M | 439.7K | — | — |
| Q3 2025 | $52.3M | 443.1K | — | — |
Other funds holding AEP
$5.4B
$5.4B
$5.2B
$5.2B
$4.2B
$4.2B
$3.5B