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Advyzon Investment Management’s American Electric Power AEP Stock Holding History

Advyzon Investment 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 		$795K Buy
6,066
+1,370
+29% +$171K 0.07% 273
2025
Q4 		$541K Buy
4,696
+2,574
+121% +$304K 0.06% 303
2025
Q3 		$239K Buy
+2,122
New +$232K 0.04% 379

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $53.8B AUM 19.23% 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 $1.88T AUM 44.46% 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

Advyzon Investment Management's AEP Position: Q1 2026 in Review

Advyzon Investment Management increased its American Electric Power (AEP) stake by 29% in Q1 2026, buying an estimated $171K and bringing the position to 6,066 shares worth $795K. The position accounts for 0.07% of the portfolio, ranked #273.

Advyzon Investment Management first reported a position in AEP in Q3 2025 and has held it in 3 quarters since. 1,930 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Advyzon Investment Management held 6,066 shares of American Electric Power worth $795K as of Q1 2026.
  • Advyzon Investment Management bought 1,370 American Electric Power shares in Q1 2026, an estimated $171K.
  • American Electric Power made up 0.07% of Advyzon Investment Management's portfolio in Q1 2026, its #273 holding.
  • Advyzon Investment Management first reported a position in American Electric Power in Q3 2025 and has held it in 3 quarters since.
  • 1,930 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.