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AssuredPartners Investment Advisors’s American Electric Power AEP Stock Holding History

AssuredPartners Investment 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 		$204K Sell
1,538
-1,201
-44% -$150K 0.02% 381
2025
Q4 		$316K Buy
2,739
+740
+37% +$87.4K 0.05% 268
2025
Q3 		$225K Buy
+1,999
New +$219K 0.05% 248
2025
Q2 		– Sell
-2,753
Closed -$301K – 243
2025
Q1 		$301K Sell
2,753
-896
-25% -$90.8K 0.06% 268
2024
Q4 		$337K Buy
+3,649
New +$353K 0.07% 262

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

AssuredPartners Investment Advisors's AEP Position: Q1 2026 in Review

AssuredPartners Investment Advisors reduced its American Electric Power (AEP) stake by 44% in Q1 2026, selling an estimated $150K and leaving 1,538 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #381.

AssuredPartners Investment Advisors first reported a position in AEP in Q4 2024 and has held it in 5 quarters since. The position peaked at $337K in Q4 2024. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • AssuredPartners Investment Advisors held 1,538 shares of American Electric Power worth $204K as of Q1 2026.
  • AssuredPartners Investment Advisors sold 1,201 American Electric Power shares in Q1 2026, an estimated $150K.
  • American Electric Power made up 0.02% of AssuredPartners Investment Advisors's portfolio in Q1 2026, its #381 holding.
  • AssuredPartners Investment Advisors first reported a position in American Electric Power in Q4 2024 and has held it in 5 quarters since.
  • AssuredPartners Investment Advisors's American Electric Power position peaked at $337K in Q4 2024.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q1 2026, filed 13 Apr 2026.