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

Arkadios 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 		$5.13M Sell
39,138
-927
-2% -$116K 0.08% 257
2025
Q4 		$4.62M Buy
40,065
+3,554
+10% +$420K 0.09% 241
2025
Q3 		$4.11M Buy
36,511
+1,739
+5% +$190K 0.1% 223
2025
Q2 		$3.61M Buy
34,772
+551
+2% +$57.3K 0.11% 210
2025
Q1 		$3.74M Buy
34,221
+9,402
+38% +$952K 0.14% 168
2024
Q4 		$2.29M Sell
24,819
-1,987
-7% -$192K 0.12% 156
2024
Q3 		$2.75M Sell
26,806
-1,002
-4% -$97.8K 0.16% 135
2024
Q2 		$2.44M Sell
27,808
-2,545
-8% -$223K 0.16% 136
2024
Q1 		$2.61M Sell
30,353
-15,210
-33% -$1.24M 0.2% 115
2023
Q4 		$3.7M Buy
45,563
+1,718
+4% +$133K 0.31% 74
2023
Q3 		$3.3M Buy
43,845
+16,650
+61% +$1.35M 0.31% 73
2023
Q2 		$2.29M Sell
27,195
-725
-3% -$64K 0.27% 94
2023
Q1 		$2.54M Buy
27,920
+2,811
+11% +$257K 0.3% 87
2022
Q4 		$2.38M Buy
25,109
+2,852
+13% +$260K 0.32% 88
2022
Q3 		$1.92M Buy
22,257
+3,488
+19% +$345K 0.29% 96
2022
Q2 		$1.8M Buy
18,769
+2,977
+19% +$295K 0.27% 103
2022
Q1 		$1.58M Buy
15,792
+6,582
+71% +$601K 0.21% 126
2021
Q4 		$819K Buy
9,210
+2,542
+38% +$214K 0.11% 216
2021
Q3 		$541K Buy
6,668
+441
+7% +$38.5K 0.08% 273
2021
Q2 		$526K Buy
6,227
+5,220
+518% +$449K 0.06% 318
2021
Q1 		$85K Buy
1,007
+670
+199% +$54K 0.01% 568
2020
Q4 		$28K Buy
337
+44
+15% +$3.82K 0.01% 667
2020
Q3 		$26.8K Sell
293
-695
-70% -$57.2K 0.01% 540
2020
Q2 		$84.4K Buy
988
+100
+11% +$8.16K 0.05% 280
2020
Q1 		$71K Sell
888
-57
-6% -$5.39K 0.05% 288
2019
Q4 		$97.2K Buy
+945
New +$87.3K 0.06% 234

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

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

Arkadios Wealth Advisors reduced its American Electric Power (AEP) stake by 2.3% in Q1 2026, selling an estimated $116K and leaving 39,138 shares worth $5.13M. The position accounts for 0.08% of the portfolio, ranked #257.

Arkadios Wealth Advisors first reported a position in AEP in Q4 2019 and has held it in 26 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Arkadios Wealth Advisors held 39,138 shares of American Electric Power worth $5.13M as of Q1 2026.
  • Arkadios Wealth Advisors sold 927 American Electric Power shares in Q1 2026, an estimated $116K.
  • American Electric Power made up 0.08% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #257 holding.
  • Arkadios Wealth Advisors first reported a position in American Electric Power in Q4 2019 and has held it in 26 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

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