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Arete Wealth Advisors’s American Electric Power AEP Stock Holding History

Arete Wealth 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 		– Sell
-6,489
Closed -$748K – 329
2025
Q4 		$748K Buy
6,489
+72
+1% +$8.5K 0.05% 340
2025
Q3 		$722K Buy
6,417
+154
+2% +$16.9K 0.05% 350
2025
Q2 		$650K Buy
6,263
+240
+4% +$25K 0.05% 343
2025
Q1 		$658K Buy
6,023
+176
+3% +$17.8K 0.05% 320
2024
Q4 		$538K Buy
5,847
+1,147
+24% +$111K 0.04% 394
2024
Q3 		$482K Sell
4,700
-479
-9% -$46.7K 0.04% 385
2024
Q2 		$454K Buy
+5,179
New +$453K 0.04% 415
2023
Q2 		– Sell
-3,379
Closed -$307K – 667
2023
Q1 		$307K Sell
3,379
-96
-3% -$8.78K 0.03% 469
2022
Q4 		$330M Buy
3,475
+558
+19% +$50.8K 0.03% 432
2022
Q3 		$252K Buy
2,917
+312
+12% +$30.8K 0.02% 451
2022
Q2 		$250K Buy
+2,605
New +$258K 0.03% 374
2022
Q1 		– Sell
-2,549
Closed -$226K – 510
2021
Q4 		$226K Sell
2,549
-41
-2% -$3.46K 0.02% 444
2021
Q3 		$210K Buy
+2,590
New +$226K 0.02% 388
2021
Q2 		– Sell
-2,603
Closed -$221K – 376
2021
Q1 		$221K Buy
2,603
+179
+7% +$14.4K 0.03% 373
2020
Q4 		$202K Sell
2,424
-806
-25% -$69.9K 0.03% 385
2020
Q3 		$275K Sell
3,230
-2,265
-41% -$187K 0.04% 303
2020
Q2 		$438K Sell
5,495
-98
-2% -$8K 0.08% 237
2020
Q1 		$447K Buy
5,593
+2,934
+110% +$277K 0.09% 205
2019
Q4 		$251K Sell
2,659
-485
-15% -$44.8K 0.04% 328
2019
Q3 		$295K Buy
3,144
+3
+0.1% +$272 0.06% 293
2019
Q2 		$276K Buy
3,141
+47
+2% +$4.05K 0.05% 312
2019
Q1 		$259K Sell
3,094
-315
-9% -$25.1K 0.05% 311
2018
Q4 		$255K Buy
3,409
+17
+0.5% +$1.28K 0.06% 297
2018
Q3 		$240K Buy
3,392
+134
+4% +$9.54K 0.05% 311
2018
Q2 		$226K Buy
+3,258
New +$219K 0.05% 325

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

Arete Wealth Advisors's AEP Position: Q1 2026 in Review

Arete Wealth Advisors sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 6,489 shares — an estimated $748K sold.

Arete Wealth Advisors first reported a position in AEP in Q2 2018 and held it in 25 quarters. The position peaked at $330M in Q4 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Arete Wealth Advisors reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 6,489 American Electric Power shares in Q1 2026, an estimated $748K.
  • Arete Wealth Advisors first reported a position in American Electric Power in Q2 2018 and held it in 25 quarters.
  • Arete Wealth Advisors's American Electric Power position peaked at $330M in Q4 2022.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.