API
AEP icon

Asset Planning Inc’s American Electric Power AEP Stock Holding History

Asset Planning Inc’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 		$123K Buy
941
+826
+718% +$103K 0.09% 102
2025
Q4 		$108K Sell
115
-104,823
-100% -$12.4M 0.08% 100
2025
Q3 		$113 Buy
104,938
+104,010
+11,208% +$11.4M ﹤0.01% 293
2025
Q2 		$96.3K Buy
928
+5
+0.5% +$520 0.07% 108
2025
Q1 		$101K Buy
923
+4
+0.4% +$405 0.08% 103
2024
Q4 		$84.7K Buy
+919
New +$88.9K 0.06% 114

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

Asset Planning Inc's AEP Position: Q1 2026 in Review

Asset Planning Inc increased its American Electric Power (AEP) stake by 718% in Q1 2026, buying an estimated $103K and bringing the position to 941 shares worth $123K. The position accounts for 0.09% of the portfolio, ranked #102.

Asset Planning Inc first reported a position in AEP in Q4 2024 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Asset Planning Inc held 941 shares of American Electric Power worth $123K as of Q1 2026.
  • Asset Planning Inc bought 826 American Electric Power shares in Q1 2026, an estimated $103K.
  • American Electric Power made up 0.09% of Asset Planning Inc's portfolio in Q1 2026, its #102 holding.
  • Asset Planning Inc first reported a position in American Electric Power in Q4 2024 and has held it in 6 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Asset Planning Inc's 13F filing for Q1 2026, filed 23 Apr 2026.