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Axxcess Wealth Management’s American Electric Power AEP Stock Holding History

Axxcess Wealth Management’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 		$5.64M Buy
43,059
+323
+0.8% +$40.4K 0.18% 105
2025
Q4 		$4.93M Buy
42,736
+2,026
+5% +$239K 0.09% 214
2025
Q3 		$4.58M Buy
40,710
+75
+0.2% +$8.21K 0.1% 170
2025
Q2 		$4.22M Sell
40,635
-1,506
-4% -$157K 0.1% 167
2025
Q1 		$4.6M Buy
42,141
+2,969
+8% +$301K 0.12% 142
2024
Q4 		$3.61M Buy
39,172
+2,042
+5% +$198K 0.09% 168
2024
Q3 		$3.81M Buy
37,130
+198
+0.5% +$19.3K 0.09% 164
2024
Q2 		$3.24M Sell
36,932
-6,398
-15% -$560K 0.09% 184
2024
Q1 		$3.73M Buy
43,330
+908
+2% +$73.8K 0.1% 162
2023
Q4 		$3.45M Buy
42,422
+14,029
+49% +$1.09M 0.1% 170
2023
Q3 		$2.14M Buy
28,393
+5,868
+26% +$477K 0.07% 200
2023
Q2 		$1.9M Sell
22,525
-4,940
-18% -$436K 0.14% 139
2023
Q1 		$2.5M Buy
27,465
+259
+1% +$23.7K 0.19% 111
2022
Q4 		$2.58M Buy
27,206
+3,080
+13% +$280K 0.21% 103
2022
Q3 		$2.09M Buy
24,126
+3,491
+17% +$345K 0.2% 100
2022
Q2 		$1.98M Buy
20,635
+4
+0% +$396 0.18% 110
2022
Q1 		$2.06M Sell
20,631
-1,311
-6% -$120K 0.16% 118
2021
Q4 		$1.95M Buy
+21,942
New +$1.85M 0.14% 123

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

Axxcess Wealth Management's AEP Position: Q1 2026 in Review

Axxcess Wealth Management increased its American Electric Power (AEP) stake by 0.76% in Q1 2026, buying an estimated $40.4K and bringing the position to 43,059 shares worth $5.64M. The position accounts for 0.18% of the portfolio, ranked #105.

Axxcess Wealth Management first reported a position in AEP in Q4 2021 and has held it in 18 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Axxcess Wealth Management held 43,059 shares of American Electric Power worth $5.64M as of Q1 2026.
  • Axxcess Wealth Management bought 323 American Electric Power shares in Q1 2026, an estimated $40.4K.
  • American Electric Power made up 0.18% of Axxcess Wealth Management's portfolio in Q1 2026, its #105 holding.
  • Axxcess Wealth Management first reported a position in American Electric Power in Q4 2021 and has held it in 18 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.