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Brendel Financial Advisors’s American Electric Power AEP Stock Holding History

Brendel Financial 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 		$292K Sell
2,226
-1,000
-31% -$125K 0.14% 78
2025
Q4 		$372K Sell
3,226
-68
-2% -$8.03K 0.18% 71
2025
Q3 		$371K Sell
3,294
-118
-3% -$12.9K 0.19% 75
2025
Q2 		$354K Sell
3,412
-374
-10% -$38.9K 0.2% 75
2025
Q1 		$414K Hold
3,786
– – 0.25% 68
2024
Q4 		$349K Hold
3,786
– – 0.21% 71
2024
Q3 		$388K Hold
3,786
– – 0.22% 72
2024
Q2 		$332K Hold
3,786
– – 0.21% 73
2024
Q1 		$326K Hold
3,786
– – 0.37% 48
2023
Q4 		$307K Buy
+3,786
New +$294K 0.2% 73
2023
Q2 		– Sell
-4,786
Closed -$435K – 48
2023
Q1 		$435K Buy
+4,786
New +$438K 0.32% 60
2022
Q3 		– Sell
-4,786
Closed -$459K – 43
2022
Q2 		$459K Sell
4,786
-22
-0.5% -$2.18K 0.4% 64
2022
Q1 		$480K Buy
4,808
+22
+0.5% +$2.01K 0.26% 74
2021
Q4 		$426K Buy
+4,786
New +$404K 0.22% 76
2021
Q3 		– Sell
-4,786
Closed -$405K – 63
2021
Q2 		$405K Sell
4,786
-50
-1% -$4.3K 0.22% 79
2021
Q1 		$410K Hold
4,836
– – 0.27% 65
2020
Q4 		$403K Sell
4,836
-2
-0% -$174 0.27% 63
2020
Q3 		$395K Hold
4,838
– – 0.32% 61
2020
Q2 		$385K Sell
4,838
-76
-2% -$6.2K 0.33% 65
2020
Q1 		$393K Hold
4,914
– – 0.46% 53
2019
Q4 		$464K Sell
4,914
-118
-2% -$10.9K 0.39% 60
2019
Q3 		$471K Sell
5,032
-162
-3% -$14.7K 0.42% 55
2019
Q2 		$457K Hold
5,194
– – 0.44% 55
2019
Q1 		$435K Sell
5,194
-49
-0.9% -$3.9K 0.39% 56
2018
Q4 		$392K Buy
+5,243
New +$393K 0.45% 60

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

Brendel Financial Advisors's AEP Position: Q1 2026 in Review

Brendel Financial Advisors reduced its American Electric Power (AEP) stake by 31% in Q1 2026, selling an estimated $125K and leaving 2,226 shares worth $292K. The position accounts for 0.14% of the portfolio, ranked #78.

Brendel Financial Advisors first reported a position in AEP in Q4 2018 and has held it in 25 quarters since. The position peaked at $480K in Q1 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Brendel Financial Advisors held 2,226 shares of American Electric Power worth $292K as of Q1 2026.
  • Brendel Financial Advisors sold 1,000 American Electric Power shares in Q1 2026, an estimated $125K.
  • American Electric Power made up 0.14% of Brendel Financial Advisors's portfolio in Q1 2026, its #78 holding.
  • Brendel Financial Advisors first reported a position in American Electric Power in Q4 2018 and has held it in 25 quarters since.
  • Brendel Financial Advisors's American Electric Power position peaked at $480K in Q1 2022.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Brendel Financial Advisors's 13F filing for Q1 2026, filed 15 Apr 2026.