Advisory Alpha’s American Electric Power AEP Stock Holding History

Advisory Alpha’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	$674K	Sell	5,142 -48	-0.9%	-$6.01K	0.02%	265
2025 Q4	$599K	Sell	5,190 -255	-5%	-$30.1K	0.02%	267
2025 Q3	$618K	Sell	5,445 -306	-5%	-$33.5K	0.02%	266
2025 Q2	$597K	Sell	5,751 -156	-3%	-$16.2K	0.02%	245
2025 Q1	$646K	Buy	5,907 +190	+3%	+$19.2K	0.02%	214
2024 Q4	$527K	Buy	5,717 +390	+7%	+$37.7K	0.02%	227
2024 Q3	$547K	Buy	5,327 +220	+4%	+$21.5K	0.02%	220
2024 Q2	$448K	Buy	5,107 +559	+12%	+$48.9K	0.02%	228
2024 Q1	$392K	Buy	4,548 +283	+7%	+$23K	0.02%	250
2023 Q4	$346K	Buy	4,265 +473	+12%	+$36.7K	0.02%	242
2023 Q3	$285K	Buy	3,792 +1,275	+51%	+$104K	0.01%	244
2023 Q2	$212K	Buy	+2,517	New	+$222K	0.01%	306
2020 Q4	–	Sell	-1,675	Closed	-$148K	–	120
2020 Q3	$148K	Buy	+1,675	New	+$138K	0.03%	114
2020 Q1	–	Sell	-1,896	Closed	-$179K	–	698
2019 Q4	$179K	Sell	1,896 -426	-18%	-$39.4K	0.04%	144
2019 Q3	$216K	Sell	2,322 -70	-3%	-$6.36K	0.06%	107
2019 Q2	$216K	Buy	2,392 +618	+35%	+$53.3K	0.07%	111
2019 Q1	$147K	Buy	+1,774	New	+$141K	0.05%	132

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

Advisory Alpha's AEP Position: Q1 2026 in Review

Advisory Alpha reduced its American Electric Power (AEP) stake by 0.92% in Q1 2026, selling an estimated $6.01K and leaving 5,142 shares worth $674K. The position accounts for 0.02% of the portfolio, ranked #265.

Advisory Alpha first reported a position in AEP in Q1 2019 and has held it in 17 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Advisory Alpha held 5,142 shares of American Electric Power worth $674K as of Q1 2026.
Advisory Alpha sold 48 American Electric Power shares in Q1 2026, an estimated $6.01K.
American Electric Power made up 0.02% of Advisory Alpha's portfolio in Q1 2026, its #265 holding.
Advisory Alpha first reported a position in American Electric Power in Q1 2019 and has held it in 17 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.