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Angeles Wealth Management’s American Electric Power AEP Stock Holding History

Angeles Wealth 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 		$453K Buy
3,455
+376
+12% +$47K 0.02% 249
2025
Q4 		$355K Buy
3,079
+249
+9% +$29.4K 0.02% 267
2025
Q3 		$318K Buy
2,830
+105
+4% +$11.5K 0.02% 247
2025
Q2 		$283K Buy
2,725
+240
+10% +$25K 0.02% 274
2025
Q1 		$272K Buy
2,485
+48
+2% +$4.86K 0.02% 236
2024
Q4 		$225K Buy
2,437
+80
+3% +$7.74K 0.02% 265
2024
Q3 		$242K Buy
+2,357
New +$230K 0.02% 239

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

Angeles Wealth Management's AEP Position: Q1 2026 in Review

Angeles Wealth Management increased its American Electric Power (AEP) stake by 12% in Q1 2026, buying an estimated $47K and bringing the position to 3,455 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #249.

Angeles Wealth Management first reported a position in AEP in Q3 2024 and has held it in 7 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Angeles Wealth Management held 3,455 shares of American Electric Power worth $453K as of Q1 2026.
  • Angeles Wealth Management bought 376 American Electric Power shares in Q1 2026, an estimated $47K.
  • American Electric Power made up 0.02% of Angeles Wealth Management's portfolio in Q1 2026, its #249 holding.
  • Angeles Wealth Management first reported a position in American Electric Power in Q3 2024 and has held it in 7 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.