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44 Wealth Management’s American Electric Power AEP Stock Holding History

44 Wealth Management’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 		$648K Buy
4,946
+21
+0.4% +$2.63K 0.23% 128
2025
Q4 		$568K Buy
4,925
+51
+1% +$6.02K 0.19% 135
2025
Q3 		$548K Buy
4,874
+181
+4% +$19.8K 0.19% 133
2025
Q2 		$487K Sell
4,693
-27
-0.6% -$2.81K 0.17% 141
2025
Q1 		$516K Sell
4,720
-81
-2% -$8.21K 0.19% 129
2024
Q4 		$443K Sell
4,801
-2,450
-34% -$237K 0.17% 139
2024
Q3 		$731K Buy
+7,251
New +$708K 0.26% 108
2023
Q2 		$202K Sell
2,397
-25
-1% -$2.21K 0.07% 165
2023
Q1 		$220K Buy
2,422
+6
+0.2% +$549 0.07% 166
2022
Q4 		$229K Sell
2,416
-1,117
-32% -$102K 0.08% 163
2022
Q3 		$305K Sell
3,533
-19
-0.5% -$1.88K 0.13% 135
2022
Q2 		$341K Sell
3,552
-244
-6% -$24.2K 0.13% 124
2022
Q1 		$379K Sell
3,796
-70,989
-95% -$6.49M 0.14% 128
2021
Q4 		$6.65M Buy
74,785
+71,124
+1,943% +$6M 2.31% 4
2021
Q3 		$297K Buy
3,661
+2
+0.1% +$175 0.11% 136
2021
Q2 		$310K Buy
+3,659
New +$315K 0.12% 136

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

44 Wealth Management's AEP Position: Q1 2026 in Review

44 Wealth Management increased its American Electric Power (AEP) stake by 0.43% in Q1 2026, buying an estimated $2.63K and bringing the position to 4,946 shares worth $648K. The position accounts for 0.23% of the portfolio, ranked #128.

44 Wealth Management first reported a position in AEP in Q2 2021 and has held it in 16 quarters since. The position peaked at $6.65M in Q4 2021. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • 44 Wealth Management held 4,946 shares of American Electric Power worth $648K as of Q1 2026.
  • 44 Wealth Management bought 21 American Electric Power shares in Q1 2026, an estimated $2.63K.
  • American Electric Power made up 0.23% of 44 Wealth Management's portfolio in Q1 2026, its #128 holding.
  • 44 Wealth Management first reported a position in American Electric Power in Q2 2021 and has held it in 16 quarters since.
  • 44 Wealth Management's American Electric Power position peaked at $6.65M in Q4 2021.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on 44 Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.