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Beverly Hills Private Wealth’s American Electric Power AEP Stock Holding History

Beverly Hills Private Wealth’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 		$496K Buy
3,788
+163
+4% +$20.4K 0.08% 188
2025
Q4 		$418K Buy
3,625
+20
+0.6% +$2.36K 0.07% 205
2025
Q3 		$406K Sell
3,605
-51
-1% -$5.58K 0.07% 212
2025
Q2 		$379K Sell
3,656
-307
-8% -$31.9K 0.07% 216
2025
Q1 		$433K Sell
3,963
-15
-0.4% -$1.52K 0.09% 194
2024
Q4 		$367K Sell
3,978
-124
-3% -$12K 0.07% 212
2024
Q3 		$421K Sell
4,102
-726
-15% -$70.9K 0.09% 207
2024
Q2 		$424K Sell
4,828
-489
-9% -$42.8K 0.09% 205
2024
Q1 		$458K Buy
5,317
+467
+10% +$38K 0.11% 206
2023
Q4 		$394K Sell
4,850
-1,051
-18% -$81.6K 0.1% 207
2023
Q3 		$444K Sell
5,901
-6,360
-52% -$518K 0.13% 166
2023
Q2 		$996K Buy
12,261
+6,390
+109% +$564K 0.16% 138
2023
Q1 		$534K Buy
5,871
+767
+15% +$70.2K 0.17% 141
2022
Q4 		$485K Buy
+5,104
New +$465K 0.21% 112

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

Beverly Hills Private Wealth's AEP Position: Q1 2026 in Review

Beverly Hills Private Wealth increased its American Electric Power (AEP) stake by 4.5% in Q1 2026, buying an estimated $20.4K and bringing the position to 3,788 shares worth $496K. The position accounts for 0.08% of the portfolio, ranked #188.

Beverly Hills Private Wealth first reported a position in AEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $996K in Q2 2023. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Beverly Hills Private Wealth held 3,788 shares of American Electric Power worth $496K as of Q1 2026.
  • Beverly Hills Private Wealth bought 163 American Electric Power shares in Q1 2026, an estimated $20.4K.
  • American Electric Power made up 0.08% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #188 holding.
  • Beverly Hills Private Wealth first reported a position in American Electric Power in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's American Electric Power position peaked at $996K in Q2 2023.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.