4WM
AEP icon

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

49 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 		$661K Buy
5,044
+73
+1% +$9.13K 0.05% 95
2025
Q4 		$573K Buy
4,971
+220
+5% +$26K 0.05% 98
2025
Q3 		$534K Buy
4,751
+316
+7% +$34.6K 0.05% 88
2025
Q2 		$460K Buy
4,435
+586
+15% +$61K 0.05% 90
2025
Q1 		$421K Buy
+3,849
New +$390K 0.05% 103

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

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

49 Wealth Management increased its American Electric Power (AEP) stake by 1.5% in Q1 2026, buying an estimated $9.13K and bringing the position to 5,044 shares worth $661K. The position accounts for 0.05% of the portfolio, ranked #95.

49 Wealth Management first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • 49 Wealth Management held 5,044 shares of American Electric Power worth $661K as of Q1 2026.
  • 49 Wealth Management bought 73 American Electric Power shares in Q1 2026, an estimated $9.13K.
  • American Electric Power made up 0.05% of 49 Wealth Management's portfolio in Q1 2026, its #95 holding.
  • 49 Wealth Management first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.