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Badgley Phelps Wealth Managers’s American Electric Power AEP Stock Holding History

Badgley Phelps Wealth Managers’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 		$368K Buy
2,808
+421
+18% +$52.7K 0.01% 264
2025
Q4 		$275K Buy
+2,387
New +$282K 0.01% 289
2024
Q2 		– Sell
-1,744
Closed -$150K – 258
2024
Q1 		$150K Buy
+1,744
New +$142K ﹤0.01% 247

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

Badgley Phelps Wealth Managers's AEP Position: Q1 2026 in Review

Badgley Phelps Wealth Managers increased its American Electric Power (AEP) stake by 18% in Q1 2026, buying an estimated $52.7K and bringing the position to 2,808 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #264.

Badgley Phelps Wealth Managers first reported a position in AEP in Q1 2024 and has held it in 3 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Badgley Phelps Wealth Managers held 2,808 shares of American Electric Power worth $368K as of Q1 2026.
  • Badgley Phelps Wealth Managers bought 421 American Electric Power shares in Q1 2026, an estimated $52.7K.
  • American Electric Power made up 0.01% of Badgley Phelps Wealth Managers's portfolio in Q1 2026, its #264 holding.
  • Badgley Phelps Wealth Managers first reported a position in American Electric Power in Q1 2024 and has held it in 3 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q1 2026, filed 15 Apr 2026.