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Carson Advisory’s American Electric Power AEP Stock Holding History

Carson Advisory’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 		$259K Hold
1,977
– – 0.13% 154
2025
Q4 		$228K Hold
1,977
– – 0.12% 168
2025
Q3 		$222K Hold
1,977
– – 0.12% 162
2025
Q2 		$205K Hold
1,977
– – 0.13% 167
2025
Q1 		$216K Buy
+1,977
New +$200K 0.15% 152
2024
Q4 		– Sell
-1,950
Closed -$200K – 158
2024
Q3 		$200K Buy
+1,950
New +$190K 0.13% 171
2023
Q2 		– Sell
-2,248
Closed -$205K – 157
2023
Q1 		$205K Hold
2,248
– – 0.18% 138
2022
Q4 		$213K Buy
+2,248
New +$205K 0.2% 119

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

Carson Advisory's AEP Position: Q1 2026 in Review

Carson Advisory held its American Electric Power (AEP) position steady in Q1 2026 at 1,977 shares worth $259K. The position accounts for 0.13% of the portfolio, ranked #154.

Carson Advisory first reported a position in AEP in Q4 2022 and has held it in 8 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Carson Advisory held 1,977 shares of American Electric Power worth $259K as of Q1 2026.
  • Carson Advisory left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.13% of Carson Advisory's portfolio in Q1 2026, its #154 holding.
  • Carson Advisory first reported a position in American Electric Power in Q4 2022 and has held it in 8 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.