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Annis Gardner Whiting Capital Advisors’s American Electric Power AEP Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$593K Sell
4,526
-180
-4% -$22.5K 0.1% 173
2025
Q4 		$543K Buy
4,706
+828
+21% +$97.8K 0.1% 174
2025
Q3 		$436K Sell
3,878
-199
-5% -$21.8K 0.09% 181
2025
Q2 		$423K Buy
4,077
+291
+8% +$30.3K 0.15% 134
2025
Q1 		$414K Buy
3,786
+27
+0.7% +$2.73K 0.18% 117
2024
Q4 		$347K Sell
3,759
-1,350
-26% -$131K 0.1% 162
2024
Q3 		$524K Buy
5,109
+1,600
+46% +$156K 0.15% 122
2024
Q2 		$308K Buy
3,509
+128
+4% +$11.2K 0.09% 179
2024
Q1 		$291K Buy
3,381
+2,868
+559% +$233K 0.1% 152
2023
Q4 		$41.7K Buy
513
+41
+9% +$3.18K 0.02% 319
2023
Q3 		$35.5K Buy
+472
New +$38.4K 0.02% 321

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

Annis Gardner Whiting Capital Advisors's AEP Position: Q1 2026 in Review

Annis Gardner Whiting Capital Advisors reduced its American Electric Power (AEP) stake by 3.8% in Q1 2026, selling an estimated $22.5K and leaving 4,526 shares worth $593K. The position accounts for 0.1% of the portfolio, ranked #173.

Annis Gardner Whiting Capital Advisors first reported a position in AEP in Q3 2023 and has held it in 11 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Annis Gardner Whiting Capital Advisors held 4,526 shares of American Electric Power worth $593K as of Q1 2026.
  • Annis Gardner Whiting Capital Advisors sold 180 American Electric Power shares in Q1 2026, an estimated $22.5K.
  • American Electric Power made up 0.1% of Annis Gardner Whiting Capital Advisors's portfolio in Q1 2026, its #173 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 11 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q1 2026, filed 6 May 2026.