Biltmore Family Office’s American Electric Power AEP Stock Holding History

Biltmore Family Office’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	–	Sell	-1,828	Closed	-$211K	–	327
2025 Q4	$211K	Sell	1,828 -620	-25%	-$73.2K	0.03%	225
2025 Q3	$275K	Sell	2,448 -544	-18%	-$59.5K	0.04%	190
2025 Q2	$310K	Sell	2,992 -148	-5%	-$15.4K	0.05%	170
2025 Q1	$343K	Buy	+3,140	New	+$318K	0.06%	161
2024 Q3	–	Sell	-2,439	Closed	-$214K	–	271
2024 Q2	$214K	Buy	+2,439	New	+$213K	0.04%	178
2023 Q2	–	Sell	-2,360	Closed	-$215K	–	229
2023 Q1	$215K	Buy	+2,360	New	+$216K	0.05%	215

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

Biltmore Family Office's AEP Position: Q1 2026 in Review

Biltmore Family Office sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 1,828 shares — an estimated $211K sold.

Biltmore Family Office first reported a position in AEP in Q1 2023 and held it in 6 quarters. The position peaked at $343K in Q1 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Biltmore Family Office reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
Biltmore Family Office sold 1,828 American Electric Power shares in Q1 2026, an estimated $211K.
Biltmore Family Office first reported a position in American Electric Power in Q1 2023 and held it in 6 quarters.
Biltmore Family Office's American Electric Power position peaked at $343K in Q1 2025.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.