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Atlantic Private Wealth’s American Electric Power AEP Stock Holding History

Atlantic Private Wealth’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
-5
Closed -$581 – 317
2025
Q4 		$581 Buy
+5
New +$591 ﹤0.01% 309

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

Atlantic Private Wealth's AEP Position: Q1 2026 in Review

Atlantic Private Wealth sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 5 shares — an estimated $581 sold.

Atlantic Private Wealth first reported a position in AEP in Q4 2025 and held it in 1 quarter. The position peaked at $581 in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Atlantic Private Wealth reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • Atlantic Private Wealth sold 5 American Electric Power shares in Q1 2026, an estimated $581.
  • Atlantic Private Wealth first reported a position in American Electric Power in Q4 2025 and held it in 1 quarter.
  • Atlantic Private Wealth's American Electric Power position peaked at $581 in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.