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Avion Wealth’s American Electric Power AEP Stock Holding History

Avion 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 		$13K Sell
100
-329
-77% -$41.2K ﹤0.01% 409
2025
Q4 		$49K Sell
429
-23
-5% -$2.72K 0.01% 207
2025
Q3 		$50K Buy
452
+13
+3% +$1.42K 0.01% 214
2025
Q2 		$45K Buy
439
+380
+644% +$39.5K 0.01% 212
2025
Q1 		$5K Hold
59
– – ﹤0.01% 521
2024
Q4 		$5K Sell
59
-3
-5% -$290 ﹤0.01% 520
2024
Q3 		$6K Buy
62
+5
+9% +$488 ﹤0.01% 468
2024
Q2 		$5K Buy
57
+18
+46% +$1.57K ﹤0.01% 446
2024
Q1 		$4K Buy
39
+13
+50% +$1.06K ﹤0.01% 482
2023
Q4 		$2K Sell
26
-9
-26% -$699 ﹤0.01% 520
2023
Q3 		$2K Buy
35
+16
+84% +$1.3K ﹤0.01% 448
2023
Q2 		$1K Buy
19
+17
+850% +$1.5K ﹤0.01% 517
2023
Q1 		$0 Buy
+2
New +$183 ﹤0.01% 513

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

Avion Wealth's AEP Position: Q1 2026 in Review

Avion Wealth reduced its American Electric Power (AEP) stake by 77% in Q1 2026, selling an estimated $41.2K and leaving 100 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Avion Wealth first reported a position in AEP in Q1 2023 and has held it in 13 quarters since. The position peaked at $50K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Avion Wealth held 100 shares of American Electric Power worth $13K as of Q1 2026.
  • Avion Wealth sold 329 American Electric Power shares in Q1 2026, an estimated $41.2K.
  • American Electric Power made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #409 holding.
  • Avion Wealth first reported a position in American Electric Power in Q1 2023 and has held it in 13 quarters since.
  • Avion Wealth's American Electric Power position peaked at $50K in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.