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BKM Wealth Management’s American Electric Power AEP Stock Holding History

BKM 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 		$687K Sell
5,243
-1
-0% -$125 0.25% 87
2025
Q4 		$605K Sell
5,244
-3
-0.1% -$354 0.22% 94
2025
Q3 		$590K Buy
5,247
+4
+0.1% +$438 0.22% 95
2025
Q2 		$544K Buy
5,243
+3
+0.1% +$312 0.21% 101
2025
Q1 		$573K Sell
5,240
-7
-0.1% -$709 0.24% 99
2024
Q4 		$484K Buy
5,247
+26
+0.5% +$2.52K 0.2% 108
2024
Q3 		$536K Buy
+5,221
New +$510K 0.22% 113
2024
Q2 		– Sell
-5,435
Closed -$468K – 141
2024
Q1 		$468K Buy
5,435
+1,410
+35% +$115K 0.2% 112
2023
Q4 		$327K Buy
+4,025
New +$312K 0.14% 125

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

BKM Wealth Management's AEP Position: Q1 2026 in Review

BKM Wealth Management reduced its American Electric Power (AEP) stake by 0.02% in Q1 2026, selling an estimated $125 and leaving 5,243 shares worth $687K. The position accounts for 0.25% of the portfolio, ranked #87.

BKM Wealth Management first reported a position in AEP in Q4 2023 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • BKM Wealth Management held 5,243 shares of American Electric Power worth $687K as of Q1 2026.
  • BKM Wealth Management sold 1 American Electric Power share in Q1 2026, an estimated $125.
  • American Electric Power made up 0.25% of BKM Wealth Management's portfolio in Q1 2026, its #87 holding.
  • BKM Wealth Management first reported a position in American Electric Power in Q4 2023 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.