BWS
AEP icon

Buck Wealth Strategies’s American Electric Power AEP Stock Holding History

Buck Wealth Strategies’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 		$231K Sell
1,766
-278
-14% -$34.8K 0.03% 156
2025
Q4 		$236K Sell
2,044
-8,275
-80% -$977K 0.03% 154
2025
Q3 		$1.16M Sell
10,319
-2,303
-18% -$252K 0.16% 67
2025
Q2 		$1.31M Sell
12,622
-662
-5% -$68.9K 0.2% 58
2025
Q1 		$1.45M Buy
+13,284
New +$1.35M 0.26% 51

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

Buck Wealth Strategies's AEP Position: Q1 2026 in Review

Buck Wealth Strategies reduced its American Electric Power (AEP) stake by 14% in Q1 2026, selling an estimated $34.8K and leaving 1,766 shares worth $231K. The position accounts for 0.03% of the portfolio, ranked #156.

Buck Wealth Strategies first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.45M in Q1 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Buck Wealth Strategies held 1,766 shares of American Electric Power worth $231K as of Q1 2026.
  • Buck Wealth Strategies sold 278 American Electric Power shares in Q1 2026, an estimated $34.8K.
  • American Electric Power made up 0.03% of Buck Wealth Strategies's portfolio in Q1 2026, its #156 holding.
  • Buck Wealth Strategies first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • Buck Wealth Strategies's American Electric Power position peaked at $1.45M in Q1 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Buck Wealth Strategies's 13F filing for Q1 2026, filed 8 May 2026.