1 North Wealth Services’s American Electric Power AEP Stock Holding History

1 North Wealth Services’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 Q1	$7.87K	Hold	60	–	–	﹤0.01%	170
2025 Q4	$6.92K	Hold	60	–	–	﹤0.01%	185
2025 Q3	$6.75K	Hold	60	–	–	﹤0.01%	172
2025 Q2	$6.23K	Hold	60	–	–	﹤0.01%	180
2025 Q1	$6.56K	Buy	+60	New	+$6.08K	﹤0.01%	174
2019 Q4	$140K	Hold	1,479	–	–	0.09%	69
2019 Q3	$139K	Buy	+1,479	New	+$134K	0.09%	62
2019 Q1	$113K	Hold	1,344	–	–	0.08%	63
2018 Q4	$100K	Buy	+1,344	New	+$101K	0.08%	61

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

1 North Wealth Services's AEP Position: Q1 2026 in Review

1 North Wealth Services held its American Electric Power (AEP) position steady in Q1 2026 at 60 shares worth $7.87K. The position accounts for ﹤0.01% of the portfolio, ranked #170.

1 North Wealth Services first reported a position in AEP in Q4 2018 and has held it in 9 quarters since. The position peaked at $140K in Q4 2019. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

1 North Wealth Services held 60 shares of American Electric Power worth $7.87K as of Q1 2026.
1 North Wealth Services left its American Electric Power share count unchanged in Q1 2026.
American Electric Power made up ﹤0.01% of 1 North Wealth Services's portfolio in Q1 2026, its #170 holding.
1 North Wealth Services first reported a position in American Electric Power in Q4 2018 and has held it in 9 quarters since.
1 North Wealth Services's American Electric Power position peaked at $140K in Q4 2019.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on 1 North Wealth Services's 13F filing for Q1 2026, filed 4 May 2026.