Bay Harbor Wealth Management’s American Electric Power AEP Stock Holding History

Bay Harbor Wealth 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	$8.26K	Buy	63 +19	+43%	+$2.38K	﹤0.01%	255
2025 Q4	$5.07K	Buy	44 +15	+52%	+$1.77K	﹤0.01%	286
2025 Q3	$3.26K	Buy	29 +5	+21%	+$547	﹤0.01%	279
2025 Q2	$2.49K	Buy	24 +12	+100%	+$1.25K	﹤0.01%	270
2025 Q1	$1.31K	Buy	+12	New	+$1.22K	﹤0.01%	253
2021 Q4	–	Sell	-42	Closed	-$3K	–	160
2021 Q3	$3K	Sell	42 -177	-81%	-$15.4K	﹤0.01%	168
2021 Q2	$19K	Sell	219 -251	-53%	-$21.6K	0.01%	159
2021 Q1	$40K	Sell	470 -148	-24%	-$11.9K	0.02%	152
2020 Q4	$51K	Sell	618 -236	-28%	-$20.5K	0.02%	159
2020 Q3	$70K	Sell	854 -15	-2%	-$1.24K	0.03%	127
2020 Q2	$69K	Buy	+869	New	+$70.9K	0.04%	126
2019 Q2	–	Sell	-1,284	Closed	-$111K	–	351
2019 Q1	$108K	Sell	1,284 -427	-25%	-$34K	0.07%	116
2018 Q4	$128K	Buy	+1,711	New	+$128K	0.1%	106

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

Bay Harbor Wealth Management's AEP Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its American Electric Power (AEP) stake by 43% in Q1 2026, buying an estimated $2.38K and bringing the position to 63 shares worth $8.26K. The position accounts for ﹤0.01% of the portfolio, ranked #255.

Bay Harbor Wealth Management first reported a position in AEP in Q4 2018 and has held it in 13 quarters since. The position peaked at $128K in Q4 2018. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Bay Harbor Wealth Management held 63 shares of American Electric Power worth $8.26K as of Q1 2026.
Bay Harbor Wealth Management bought 19 American Electric Power shares in Q1 2026, an estimated $2.38K.
American Electric Power made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #255 holding.
Bay Harbor Wealth Management first reported a position in American Electric Power in Q4 2018 and has held it in 13 quarters since.
Bay Harbor Wealth Management's American Electric Power position peaked at $128K in Q4 2018.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.