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Allen Capital Group’s American Electric Power AEP Stock Holding History

Allen Capital Group’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 		$5.27M Buy
40,236
+897
+2% +$112K 0.47% 50
2025
Q4 		$4.54M Buy
39,339
+312
+0.8% +$36.8K 0.42% 57
2025
Q3 		$4.39M Buy
39,027
+2,854
+8% +$312K 0.41% 59
2025
Q2 		$3.75M Buy
36,173
+2,180
+6% +$227K 0.39% 62
2025
Q1 		$3.71M Buy
33,993
+3,380
+11% +$342K 0.42% 58
2024
Q4 		$2.82M Buy
30,613
+21,388
+232% +$2.07M 0.34% 62
2024
Q3 		$946K Buy
9,225
+4,951
+116% +$483K 0.12% 108
2024
Q2 		$375K Buy
4,274
+764
+22% +$66.8K 0.05% 147
2024
Q1 		$302K Buy
+3,510
New +$285K 0.04% 164
2018
Q1 		– Sell
-2,826
Closed -$208K – 118
2017
Q4 		$208K Buy
+2,826
New +$211K 0.09% 109

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

Allen Capital Group's AEP Position: Q1 2026 in Review

Allen Capital Group increased its American Electric Power (AEP) stake by 2.3% in Q1 2026, buying an estimated $112K and bringing the position to 40,236 shares worth $5.27M. The position accounts for 0.47% of the portfolio, ranked #50.

Allen Capital Group first reported a position in AEP in Q4 2017 and has held it in 10 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Allen Capital Group held 40,236 shares of American Electric Power worth $5.27M as of Q1 2026.
  • Allen Capital Group bought 897 American Electric Power shares in Q1 2026, an estimated $112K.
  • American Electric Power made up 0.47% of Allen Capital Group's portfolio in Q1 2026, its #50 holding.
  • Allen Capital Group first reported a position in American Electric Power in Q4 2017 and has held it in 10 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Allen Capital Group's 13F filing for Q1 2026, filed 27 May 2026.