Baker Avenue Asset Management’s American Electric Power AEP Stock Holding History

Baker Avenue Asset 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	$398K	Buy	3,034 +169	+6%	+$21.1K	0.01%	505
2025 Q4	$330K	Sell	2,865 -423	-13%	-$50K	0.01%	477
2025 Q3	$370K	Buy	3,288 +579	+21%	+$63.4K	0.01%	424
2025 Q2	$281K	Buy	2,709 +452	+20%	+$47K	0.01%	403
2025 Q1	$247K	Buy	+2,257	New	+$229K	0.01%	395
2023 Q4	–	Sell	-11	Closed	-$847	–	389
2023 Q3	$847	Sell	11 -19	-63%	-$1.55K	﹤0.01%	1322
2023 Q2	$2.53K	Sell	30 -753	-96%	-$66.5K	﹤0.01%	942
2023 Q1	$71.2K	Buy	783 +725	+1,250%	+$66.3K	﹤0.01%	477
2022 Q4	$5.46K	Buy	+58	New	+$5.28K	﹤0.01%	802

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Baker Avenue Asset Management's AEP Position: Q1 2026 in Review

Baker Avenue Asset Management increased its American Electric Power (AEP) stake by 5.9% in Q1 2026, buying an estimated $21.1K and bringing the position to 3,034 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #505.

Baker Avenue Asset Management first reported a position in AEP in Q4 2022 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Baker Avenue Asset Management held 3,034 shares of American Electric Power worth $398K as of Q1 2026.
Baker Avenue Asset Management bought 169 American Electric Power shares in Q1 2026, an estimated $21.1K.
American Electric Power made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #505 holding.
Baker Avenue Asset Management first reported a position in American Electric Power in Q4 2022 and has held it in 9 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.