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Allworth Financial’s American Electric Power AEP Stock Holding History

Allworth Financial’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 		$3.99M Sell
30,476
-8,789
-22% -$1.1M 0.02% 398
2025
Q4 		$4.53M Buy
39,265
+8,514
+28% +$1.01M 0.02% 373
2025
Q3 		$3.46M Sell
30,751
-2,645
-8% -$289K 0.02% 391
2025
Q2 		$3.47M Buy
33,396
+17,175
+106% +$1.79M 0.02% 376
2025
Q1 		$1.73M Buy
16,221
+635
+4% +$64.3K 0.01% 428
2024
Q4 		$1.52M Buy
15,586
+4,000
+35% +$387K 0.01% 453
2024
Q3 		$1.19M Sell
11,586
-2,060
-15% -$201K 0.01% 410
2024
Q2 		$1.27M Sell
13,646
-1,114
-8% -$97.5K 0.01% 389
2024
Q1 		$1.27M Buy
14,760
+3,239
+28% +$263K 0.01% 372
2023
Q4 		$936K Sell
11,521
-761
-6% -$59.1K 0.01% 417
2023
Q3 		$924K Buy
12,282
+9
+0.1% +$732 0.01% 389
2023
Q2 		$1.03M Sell
12,273
-2,084
-15% -$184K 0.01% 374
2023
Q1 		$1.31M Buy
14,357
+1,719
+14% +$157K 0.01% 320
2022
Q4 		$1.2M Buy
12,638
+827
+7% +$75.3K 0.01% 318
2022
Q3 		$1.02M Buy
11,811
+1,179
+11% +$117K 0.01% 322
2022
Q2 		$1.02M Buy
10,632
+630
+6% +$62.4K 0.01% 308
2022
Q1 		$998K Sell
10,002
-21
-0.2% -$1.92K 0.01% 303
2021
Q4 		$892K Buy
10,023
+198
+2% +$16.7K 0.01% 301
2021
Q3 		$798K Buy
9,825
+5,511
+128% +$481K 0.01% 260
2021
Q2 		$365K Sell
4,314
-1,545
-26% -$133K 0.01% 291
2021
Q1 		$496K Sell
5,859
-25
-0.4% -$2.02K 0.01% 242
2020
Q4 		$490K Sell
5,884
-315
-5% -$27.3K 0.01% 179
2020
Q3 		$507K Sell
6,199
-369
-6% -$30.4K 0.02% 149
2020
Q2 		$523K Buy
6,568
+156
+2% +$12.7K 0.02% 142
2020
Q1 		$513K Buy
6,412
+15
+0.2% +$1.42K 0.02% 157
2019
Q4 		$605K Buy
6,397
+496
+8% +$45.8K 0.02% 97
2019
Q3 		$553K Buy
5,901
+12
+0.2% +$1.09K 0.02% 89
2019
Q2 		$518K Buy
5,889
+412
+8% +$35.5K 0.02% 91
2019
Q1 		$459K Buy
5,477
+490
+10% +$39K 0.02% 100
2018
Q4 		$373K Sell
4,987
-17
-0.3% -$1.28K 0.02% 105
2018
Q3 		$355K Buy
5,004
+787
+19% +$56K 0.02% 114
2018
Q2 		$292K Hold
4,217
– – 0.01% 124
2018
Q1 		$289K Hold
4,217
– – 0.02% 99
2017
Q4 		$310K Sell
4,217
-2,786
-40% -$208K 0.02% 93
2017
Q3 		$492K Buy
7,003
+4,224
+152% +$301K 0.04% 61
2017
Q2 		$193K Hold
2,779
– – 0.02% 112
2017
Q1 		$187K Hold
2,779
– – 0.02% 105
2016
Q4 		$175K Buy
2,779
+94
+4% +$5.8K 0.02% 109
2016
Q3 		$172K Buy
2,685
+37
+1% +$2.49K 0.02% 108
2016
Q2 		$186K Sell
2,648
-529
-17% -$34.6K 0.02% 101
2016
Q1 		$211K Buy
3,177
+4
+0.1% +$247 0.03% 92
2015
Q4 		$185K Buy
3,173
+625
+25% +$35.4K 0.03% 97
2015
Q3 		$145K Sell
2,548
-514
-17% -$28.5K 0.05% 101
2015
Q2 		$162K Buy
3,062
+5
+0.2% +$277 0.06% 101
2015
Q1 		$172K Buy
+3,057
New +$181K 0.06% 96
2014
Q3 		– Sell
-3,785
Closed -$211K – 92
2014
Q2 		$211K Buy
+3,785
New +$200K 0.1% 76

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

Allworth Financial's AEP Position: Q1 2026 in Review

Allworth Financial reduced its American Electric Power (AEP) stake by 22% in Q1 2026, selling an estimated $1.1M and leaving 30,476 shares worth $3.99M. The position accounts for 0.02% of the portfolio, ranked #398.

Allworth Financial first reported a position in AEP in Q2 2014 and has held it in 46 quarters since. The position peaked at $4.53M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Allworth Financial held 30,476 shares of American Electric Power worth $3.99M as of Q1 2026.
  • Allworth Financial sold 8,789 American Electric Power shares in Q1 2026, an estimated $1.1M.
  • American Electric Power made up 0.02% of Allworth Financial's portfolio in Q1 2026, its #398 holding.
  • Allworth Financial first reported a position in American Electric Power in Q2 2014 and has held it in 46 quarters since.
  • Allworth Financial's American Electric Power position peaked at $4.53M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.