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Avantax Planning Partners’s American Electric Power AEP Stock Holding History

Avantax Planning Partners’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 		$528K Buy
4,031
+134
+3% +$16.8K 0.01% 270
2025
Q4 		$449K Buy
3,897
+867
+29% +$102K 0.01% 291
2025
Q3 		$341K Buy
3,030
+2
+0.1% +$219 0.01% 329
2025
Q2 		$314K Buy
3,028
+772
+34% +$80.3K 0.01% 347
2025
Q1 		$246K Hold
2,256
– – 0.01% 372
2024
Q4 		$208K Hold
2,256
– – 0.01% 408
2024
Q3 		$231K Sell
2,256
-1,573
-41% -$154K 0.01% 393
2024
Q2 		$336K Sell
3,829
-825
-18% -$72.2K 0.01% 342
2024
Q1 		$401K Sell
4,654
-836
-15% -$68K 0.01% 320
2023
Q4 		$446K Buy
5,490
+791
+17% +$61.4K 0.02% 253
2023
Q3 		$353K Buy
4,699
+90
+2% +$7.32K 0.01% 260
2023
Q2 		$388K Buy
4,609
+69
+2% +$6.09K 0.02% 256
2023
Q1 		$413K Sell
4,540
-312
-6% -$28.5K 0.02% 251
2022
Q4 		$461K Buy
4,852
+280
+6% +$25.5K 0.02% 239
2022
Q3 		$395K Sell
4,572
-183
-4% -$18.1K 0.02% 249
2022
Q2 		$456K Buy
4,755
+739
+18% +$73.2K 0.02% 223
2022
Q1 		$401K Sell
4,016
-308
-7% -$28.1K 0.02% 245
2021
Q4 		$385K Sell
4,324
-24
-0.6% -$2.02K 0.02% 240
2021
Q3 		$353K Sell
4,348
-507
-10% -$44.3K 0.02% 232
2021
Q2 		$411K Buy
4,855
+6
+0.1% +$517 0.02% 215
2021
Q1 		$411K Sell
4,849
-334
-6% -$26.9K 0.02% 207
2020
Q4 		$432K Sell
5,183
-1,359
-21% -$118K 0.02% 197
2020
Q3 		$535K Buy
6,542
+1,010
+18% +$83.2K 0.03% 175
2020
Q2 		$441K Sell
5,532
-35
-0.6% -$2.86K 0.02% 185
2020
Q1 		$445K Sell
5,567
-902
-14% -$85.3K 0.03% 164
2019
Q4 		$611K Buy
6,469
+278
+4% +$25.7K 0.04% 149
2019
Q3 		$580K Buy
6,191
+3
+0% +$272 0.04% 150
2019
Q2 		$557K Buy
6,188
+28
+0.5% +$2.41K 0.04% 157
2019
Q1 		$516K Buy
6,160
+43
+0.7% +$3.42K 0.04% 159
2018
Q4 		$457K Buy
6,117
+2,623
+75% +$197K 0.03% 152
2018
Q3 		$248K Buy
3,494
+3
+0.1% +$213 0.02% 215
2018
Q2 		$242K Sell
3,491
-2,676
-43% -$180K 0.02% 210
2018
Q1 		$422K Sell
6,167
-854
-12% -$57.5K 0.04% 191
2017
Q4 		$517K Sell
7,021
-1,587
-18% -$119K 0.05% 163
2017
Q3 		$605K Buy
8,608
+12
+0.1% +$855 0.05% 175
2017
Q2 		$597K Sell
8,596
-4,452
-34% -$309K 0.05% 164
2017
Q1 		$876K Sell
13,048
-881
-6% -$57.1K 0.08% 119
2016
Q4 		$877K Buy
+13,929
New +$859K 0.09% 108

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

Avantax Planning Partners's AEP Position: Q1 2026 in Review

Avantax Planning Partners increased its American Electric Power (AEP) stake by 3.4% in Q1 2026, buying an estimated $16.8K and bringing the position to 4,031 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #270.

Avantax Planning Partners first reported a position in AEP in Q4 2016 and has held it in 38 quarters since. The position peaked at $877K in Q4 2016. 1,924 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Avantax Planning Partners held 4,031 shares of American Electric Power worth $528K as of Q1 2026.
  • Avantax Planning Partners bought 134 American Electric Power shares in Q1 2026, an estimated $16.8K.
  • American Electric Power made up 0.01% of Avantax Planning Partners's portfolio in Q1 2026, its #270 holding.
  • Avantax Planning Partners first reported a position in American Electric Power in Q4 2016 and has held it in 38 quarters since.
  • Avantax Planning Partners's American Electric Power position peaked at $877K in Q4 2016.
  • 1,924 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.