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Atria Investments’s American Electric Power AEP Stock Holding History

Atria Investments’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 		$9.2M Sell
70,164
-10,504
-13% -$1.31M 0.1% 213
2025
Q4 		$9.3M Sell
80,668
-1,144
-1% -$135K 0.11% 207
2025
Q3 		$9.2M Buy
81,812
+1,422
+2% +$156K 0.11% 216
2025
Q2 		$8.34M Sell
80,390
-6,503
-7% -$677K 0.1% 235
2025
Q1 		$9.49M Buy
86,893
+4,534
+6% +$459K 0.12% 193
2024
Q4 		$7.6M Buy
82,359
+7,241
+10% +$701K 0.09% 240
2024
Q3 		$7.71M Sell
75,118
-2,702
-3% -$264K 0.1% 242
2024
Q2 		$6.83M Buy
77,820
+426
+0.6% +$37.3K 0.09% 258
2024
Q1 		$6.66M Buy
77,394
+16,568
+27% +$1.35M 0.09% 264
2023
Q4 		$4.94M Sell
60,826
-35
-0.1% -$2.72K 0.08% 296
2023
Q3 		$4.58M Buy
60,861
+2,421
+4% +$197K 0.08% 303
2023
Q2 		$4.92M Buy
58,440
+3,262
+6% +$288K 0.09% 264
2023
Q1 		$5.02M Buy
55,178
+12,730
+30% +$1.16M 0.1% 265
2022
Q4 		$4.03M Buy
42,448
+3,323
+8% +$302K 0.08% 299
2022
Q3 		$3.38M Sell
39,125
-111
-0.3% -$11K 0.07% 317
2022
Q2 		$3.76M Sell
39,236
-2,202
-5% -$218K 0.08% 313
2022
Q1 		$4.13M Buy
41,438
+7,199
+21% +$658K 0.07% 326
2021
Q4 		$3.05M Buy
34,239
+2,737
+9% +$231K 0.05% 404
2021
Q3 		$2.56M Buy
31,502
+1,750
+6% +$153K 0.05% 427
2021
Q2 		$2.52M Buy
29,752
+4,458
+18% +$384K 0.05% 417
2021
Q1 		$2.14M Buy
25,294
+3,534
+16% +$285K 0.05% 431
2020
Q4 		$1.81M Sell
21,760
-787
-3% -$68.3K 0.04% 448
2020
Q3 		$1.84M Sell
22,547
-1,214
-5% -$100K 0.06% 368
2020
Q2 		$1.89M Sell
23,761
-39,892
-63% -$3.26M 0.06% 324
2020
Q1 		$5.09M Buy
63,653
+9,061
+17% +$857K 0.39% 62
2019
Q4 		$5.16M Buy
54,592
+6,996
+15% +$646K 0.14% 157
2019
Q3 		$4.46M Buy
47,596
+3,475
+8% +$316K 0.16% 129
2019
Q2 		$3.98M Buy
44,121
+37,986
+619% +$3.27M 0.15% 132
2019
Q1 		$10.9M Sell
6,135
-24,263
-80% -$1.93M 0.46% 38
2018
Q4 		$2.27M Buy
30,398
+24,334
+401% +$1.83M 0.1% 158
2018
Q3 		$430K Buy
6,064
+922
+18% +$65.6K 0.02% 638
2018
Q2 		$356K Sell
5,142
-118
-2% -$7.95K 0.02% 679
2018
Q1 		$361K Buy
5,260
+192
+4% +$12.9K 0.02% 617
2017
Q4 		$373K Buy
5,068
+339
+7% +$25.3K 0.02% 578
2017
Q3 		$332K Buy
4,729
+280
+6% +$19.9K 0.02% 575
2017
Q2 		$309K Buy
4,449
+786
+21% +$54.6K 0.02% 548
2017
Q1 		$246K Buy
3,663
+191
+6% +$12.4K 0.02% 582
2016
Q4 		$219K Sell
3,472
-1,082
-24% -$66.7K 0.02% 572
2016
Q3 		$292K Buy
+4,554
New +$306K 0.03% 406

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

Atria Investments's AEP Position: Q1 2026 in Review

Atria Investments reduced its American Electric Power (AEP) stake by 13% in Q1 2026, selling an estimated $1.31M and leaving 70,164 shares worth $9.2M. The position accounts for 0.1% of the portfolio, ranked #213.

Atria Investments first reported a position in AEP in Q3 2016 and has held it in 39 quarters since. The position peaked at $10.9M in Q1 2019. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Atria Investments held 70,164 shares of American Electric Power worth $9.2M as of Q1 2026.
  • Atria Investments sold 10,504 American Electric Power shares in Q1 2026, an estimated $1.31M.
  • American Electric Power made up 0.1% of Atria Investments's portfolio in Q1 2026, its #213 holding.
  • Atria Investments first reported a position in American Electric Power in Q3 2016 and has held it in 39 quarters since.
  • Atria Investments's American Electric Power position peaked at $10.9M in Q1 2019.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.