Barrett & Company’s American Electric Power AEP Stock Holding History

Barrett & Company’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	$76.6K	Hold	584	–	–	0.03%	245
2025 Q4	$67.3K	Buy	584 +1	+0.2%	+$118	0.02%	258
2025 Q3	$65.6K	Buy	583 +1	+0.2%	+$109	0.02%	264
2025 Q2	$60.4K	Buy	582 +76	+15%	+$7.91K	0.02%	273
2025 Q1	$55.3K	Buy	506 +1	+0.2%	+$101	0.02%	255
2024 Q4	$46.6K	Buy	505 +1	+0.2%	+$97	0.02%	281
2024 Q3	$51.7K	Buy	504 +1	+0.2%	+$98	0.02%	256
2024 Q2	$44.1K	Buy	503 +5	+1%	+$437	0.02%	277
2024 Q1	$42.9K	Buy	498 +1	+0.2%	+$81	0.02%	293
2023 Q4	$40.4K	Buy	497 +1	+0.2%	+$78	0.02%	276
2023 Q3	$37.3K	Buy	496 +100	+25%	+$8.14K	0.02%	272
2023 Q2	$33.3K	Hold	396	–	–	0.02%	288
2023 Q1	$36K	Hold	396	–	–	0.02%	266
2022 Q4	$36.7K	Hold	396	–	–	0.02%	255
2022 Q3	$36.7K	Buy	+396	New	+$39.2K	0.02%	255

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

Barrett & Company's AEP Position: Q1 2026 in Review

Barrett & Company held its American Electric Power (AEP) position steady in Q1 2026 at 584 shares worth $76.6K. The position accounts for 0.03% of the portfolio, ranked #245.

Barrett & Company first reported a position in AEP in Q3 2022 and has held it in 15 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Barrett & Company held 584 shares of American Electric Power worth $76.6K as of Q1 2026.
Barrett & Company left its American Electric Power share count unchanged in Q1 2026.
American Electric Power made up 0.03% of Barrett & Company's portfolio in Q1 2026, its #245 holding.
Barrett & Company first reported a position in American Electric Power in Q3 2022 and has held it in 15 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Barrett & Company's 13F filing for Q1 2026, filed 4 May 2026.