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Atomi Financial Group’s American Electric Power AEP Stock Holding History

Atomi Financial Group’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 		$1.41M Sell
10,786
-282
-3% -$35.3K 0.04% 327
2025
Q4 		$1.28M Buy
11,068
+529
+5% +$62.5K 0.04% 334
2025
Q3 		$1.19M Buy
10,539
+1,644
+18% +$180K 0.04% 321
2025
Q2 		$923K Buy
8,895
+461
+5% +$48K 0.03% 360
2025
Q1 		$922K Buy
8,434
+1,109
+15% +$112K 0.04% 332
2024
Q4 		$676K Sell
7,325
-1,339
-15% -$130K 0.03% 368
2024
Q3 		$889K Buy
8,664
+1,836
+27% +$179K 0.06% 272
2024
Q2 		$599K Buy
6,828
+1,826
+37% +$160K 0.04% 343
2024
Q1 		$431K Buy
5,002
+1,238
+33% +$101K 0.04% 396
2023
Q4 		$306K Buy
+3,764
New +$292K 0.04% 408

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

Atomi Financial Group's AEP Position: Q1 2026 in Review

Atomi Financial Group reduced its American Electric Power (AEP) stake by 2.5% in Q1 2026, selling an estimated $35.3K and leaving 10,786 shares worth $1.41M. The position accounts for 0.04% of the portfolio, ranked #327.

Atomi Financial Group first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Atomi Financial Group held 10,786 shares of American Electric Power worth $1.41M as of Q1 2026.
  • Atomi Financial Group sold 282 American Electric Power shares in Q1 2026, an estimated $35.3K.
  • American Electric Power made up 0.04% of Atomi Financial Group's portfolio in Q1 2026, its #327 holding.
  • Atomi Financial Group first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.