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Alta Advisers’s American Electric Power AEP Stock Holding History

Alta Advisers’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 		$280K Hold
2,139
– – 0.1% 148
2025
Q4 		$247K Sell
2,139
-600
-22% -$70.9K 0.09% 161
2025
Q3 		$308K Hold
2,739
– – 0.09% 170
2025
Q2 		$284K Hold
2,739
– – 0.1% 176
2025
Q1 		$299K Buy
+2,739
New +$277K 0.13% 158
2024
Q4 		– Sell
-1,000
Closed -$103K – 159
2024
Q3 		$103K Buy
+1,000
New +$97.6K 0.05% 293

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

Alta Advisers's AEP Position: Q1 2026 in Review

Alta Advisers held its American Electric Power (AEP) position steady in Q1 2026 at 2,139 shares worth $280K. The position accounts for 0.1% of the portfolio, ranked #148.

Alta Advisers first reported a position in AEP in Q3 2024 and has held it in 6 quarters since. The position peaked at $308K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Alta Advisers held 2,139 shares of American Electric Power worth $280K as of Q1 2026.
  • Alta Advisers left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.1% of Alta Advisers's portfolio in Q1 2026, its #148 holding.
  • Alta Advisers first reported a position in American Electric Power in Q3 2024 and has held it in 6 quarters since.
  • Alta Advisers's American Electric Power position peaked at $308K in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Alta Advisers's 13F filing for Q1 2026, filed 7 May 2026.