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Beacon Pointe Advisors’s American Electric Power AEP Stock Holding History

Beacon Pointe 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 		$4.93M Buy
37,644
+16,007
+74% +$2M 0.03% 479
2025
Q4 		$2.49M Buy
21,637
+3,367
+18% +$398K 0.02% 544
2025
Q3 		$2.06M Sell
18,270
-1,317
-7% -$144K 0.02% 542
2025
Q2 		$2.03M Buy
19,587
+264
+1% +$27.5K 0.02% 480
2025
Q1 		$2.11M Sell
19,323
-461
-2% -$46.7K 0.02% 451
2024
Q4 		$1.82M Sell
19,784
-611
-3% -$59.1K 0.02% 482
2024
Q3 		$2.09M Sell
20,395
-2,667
-12% -$260K 0.02% 463
2024
Q2 		$2.02M Sell
23,062
-2,351
-9% -$206K 0.02% 471
2024
Q1 		$2.19M Buy
25,413
+1,430
+6% +$116K 0.02% 477
2023
Q4 		$1.95M Sell
23,983
-2,615
-10% -$203K 0.02% 491
2023
Q3 		$2M Buy
26,598
+2,127
+9% +$173K 0.02% 457
2023
Q2 		$2.06M Sell
24,471
-5,850
-19% -$517K 0.03% 366
2023
Q1 		$2.76M Sell
30,321
-5,089
-14% -$466K 0.05% 325
2022
Q4 		$3.36M Buy
35,410
+9,249
+35% +$842K 0.07% 262
2022
Q3 		$2.26M Buy
26,161
+3,020
+13% +$299K 0.05% 295
2022
Q2 		$2.22M Sell
23,141
-1,344
-5% -$133K 0.05% 312
2022
Q1 		$2.44M Buy
24,485
+10,928
+81% +$998K 0.03% 408
2021
Q4 		$1.21M Sell
13,557
-2,906
-18% -$245K 0.03% 342
2021
Q3 		$1.34M Buy
16,463
+2,856
+21% +$249K 0.03% 359
2021
Q2 		$1.15M Buy
13,607
+8,555
+169% +$737K 0.04% 312
2021
Q1 		$428K Sell
5,052
-155
-3% -$12.5K 0.03% 317
2020
Q4 		$435K Sell
5,207
-715
-12% -$62K 0.03% 297
2020
Q3 		$484K Buy
5,922
+111
+2% +$9.14K 0.05% 235
2020
Q2 		$465K Buy
5,811
+1,427
+33% +$116K 0.05% 242
2020
Q1 		$352K Buy
+4,384
New +$415K 0.06% 209

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Beacon Pointe Advisors's AEP Position: Q1 2026 in Review

Beacon Pointe Advisors increased its American Electric Power (AEP) stake by 74% in Q1 2026, buying an estimated $2M and bringing the position to 37,644 shares worth $4.93M. The position accounts for 0.03% of the portfolio, ranked #479.

Beacon Pointe Advisors first reported a position in AEP in Q1 2020 and has held it in 25 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Beacon Pointe Advisors held 37,644 shares of American Electric Power worth $4.93M as of Q1 2026.
  • Beacon Pointe Advisors bought 16,007 American Electric Power shares in Q1 2026, an estimated $2M.
  • American Electric Power made up 0.03% of Beacon Pointe Advisors's portfolio in Q1 2026, its #479 holding.
  • Beacon Pointe Advisors first reported a position in American Electric Power in Q1 2020 and has held it in 25 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.