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Bruce G. Allen Investments’s American Electric Power AEP Stock Holding History

Bruce G. Allen Investments’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 		$38.1K Buy
291
+100
+52% +$12.5K 0.03% 316
2025
Q4 		$22K Hold
191
– – 0.01% 389
2025
Q3 		$21.5K Hold
191
– – 0.02% 393
2025
Q2 		$19.8K Sell
191
-2
-1% -$208 0.02% 393
2025
Q1 		$21.1K Hold
193
– – 0.02% 376
2024
Q4 		$17.8K Sell
193
-1
-0.5% -$97 0.01% 397
2024
Q3 		$19.9K Hold
194
– – 0.02% 387
2024
Q2 		$17K Sell
194
-40
-17% -$3.5K 0.01% 388
2024
Q1 		$20.1K Sell
234
-20
-8% -$1.63K 0.02% 378
2023
Q4 		$20.6K Buy
+254
New +$19.7K 0.02% 369

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

Bruce G. Allen Investments's AEP Position: Q1 2026 in Review

Bruce G. Allen Investments increased its American Electric Power (AEP) stake by 52% in Q1 2026, buying an estimated $12.5K and bringing the position to 291 shares worth $38.1K. The position accounts for 0.03% of the portfolio, ranked #316.

Bruce G. Allen Investments first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Bruce G. Allen Investments held 291 shares of American Electric Power worth $38.1K as of Q1 2026.
  • Bruce G. Allen Investments bought 100 American Electric Power shares in Q1 2026, an estimated $12.5K.
  • American Electric Power made up 0.03% of Bruce G. Allen Investments's portfolio in Q1 2026, its #316 holding.
  • Bruce G. Allen Investments first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Bruce G. Allen Investments's 13F filing for Q1 2026, filed 8 May 2026.