Baron Silver Stevens Financial Advisors’s American Electric Power AEP Stock Holding History

Baron Silver Stevens 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	$285K	Hold	2,177	–	–	0.04%	110
2025 Q4	$251K	Buy	2,177 +85	+4%	+$10K	0.04%	119
2025 Q3	$235K	Sell	2,092 -1	-0%	-$109	0.03%	131
2025 Q2	$217K	Buy	2,093 +116	+6%	+$12.1K	0.03%	135
2025 Q1	$216K	Buy	+1,977	New	+$200K	0.04%	115
2024 Q4	–	Sell	-1,977	Closed	-$203K	–	128
2024 Q3	$203K	Buy	+1,977	New	+$193K	0.04%	119
2021 Q1	–	Sell	-713	Closed	-$59K	–	60
2020 Q4	$59K	Buy	+713	New	+$61.9K	0.02%	127

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

Baron Silver Stevens Financial Advisors's AEP Position: Q1 2026 in Review

Baron Silver Stevens Financial Advisors held its American Electric Power (AEP) position steady in Q1 2026 at 2,177 shares worth $285K. The position accounts for 0.04% of the portfolio, ranked #110.

Baron Silver Stevens Financial Advisors first reported a position in AEP in Q4 2020 and has held it in 7 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Baron Silver Stevens Financial Advisors held 2,177 shares of American Electric Power worth $285K as of Q1 2026.
Baron Silver Stevens Financial Advisors left its American Electric Power share count unchanged in Q1 2026.
American Electric Power made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q1 2026, its #110 holding.
Baron Silver Stevens Financial Advisors first reported a position in American Electric Power in Q4 2020 and has held it in 7 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.