Barnes Pettey Financial Advisors’s American Electric Power AEP Stock Holding History

Barnes Pettey Financial Advisors’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	$418K	Hold	3,188	–	–	0.18%	102
2025 Q4	$368K	Hold	3,188	–	–	0.18%	98
2025 Q3	$359K	Hold	3,188	–	–	0.2%	91
2025 Q2	$331K	Hold	3,188	–	–	0.22%	77
2025 Q1	$348K	Hold	3,188	–	–	0.27%	68
2024 Q4	$294K	Hold	3,188	–	–	0.22%	77
2024 Q3	$327K	Hold	3,188	–	–	0.26%	69
2024 Q2	$280K	Sell	3,188 -500	-14%	-$43.7K	0.24%	71
2024 Q1	$318K	Hold	3,688	–	–	0.27%	61
2023 Q4	$300K	Hold	3,688	–	–	0.24%	70
2023 Q3	$277K	Hold	3,688	–	–	0.25%	72
2023 Q2	$311K	Hold	3,688	–	–	0.27%	68
2023 Q1	$336K	Hold	3,688	–	–	0.32%	65
2022 Q4	$350K	Hold	3,688	–	–	0.36%	64
2022 Q3	$319K	Sell	3,688 -975	-21%	-$96.4K	0.44%	61
2022 Q2	$447K	Hold	4,663	–	–	0.58%	47
2022 Q1	$465K	Hold	4,663	–	–	0.56%	48
2021 Q4	$415K	Buy	+4,663	New	+$393K	0.48%	51

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

Barnes Pettey Financial Advisors's AEP Position: Q1 2026 in Review

Barnes Pettey Financial Advisors held its American Electric Power (AEP) position steady in Q1 2026 at 3,188 shares worth $418K. The position accounts for 0.18% of the portfolio, ranked #102.

Barnes Pettey Financial Advisors first reported a position in AEP in Q4 2021 and has held it in 18 quarters since. The position peaked at $465K in Q1 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Barnes Pettey Financial Advisors held 3,188 shares of American Electric Power worth $418K as of Q1 2026.
Barnes Pettey Financial Advisors left its American Electric Power share count unchanged in Q1 2026.
American Electric Power made up 0.18% of Barnes Pettey Financial Advisors's portfolio in Q1 2026, its #102 holding.
Barnes Pettey Financial Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 18 quarters since.
Barnes Pettey Financial Advisors's American Electric Power position peaked at $465K in Q1 2022.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Barnes Pettey Financial Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.