Carson Wealth (CWM LLC)’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.8M | Sell |
250,243
-5,169
| -2% | -$647K | 0.09% | 221 |
|
|
2025
Q4 | $29.5M | Sell |
255,412
-8,339
| -3% | -$985K | 0.08% | 223 |
|
|
2025
Q3 | $29.7M | Buy |
263,751
+234,689
| +808% | +$25.7M | 0.09% | 193 |
|
|
2025
Q2 | $3.02M | Buy |
29,062
+5,395
| +23% | +$561K | 0.01% | 783 |
|
|
2025
Q1 | $2.59M | Sell |
23,667
-4,159
| -15% | -$421K | 0.01% | 747 |
|
|
2024
Q4 | $2.57M | Buy |
27,826
+1,426
| +5% | +$138K | 0.01% | 687 |
|
|
2024
Q3 | $2.71M | Buy |
26,400
+692
| +3% | +$67.5K | 0.01% | 608 |
|
|
2024
Q2 | $2.26M | Buy |
25,708
+502
| +2% | +$43.9K | 0.01% | 618 |
|
|
2024
Q1 | $2.17M | Sell |
25,206
-1,210
| -5% | -$98.4K | 0.01% | 601 |
|
|
2023
Q4 | $2.15M | Sell |
26,416
-221
| -0.8% | -$17.2K | 0.01% | 563 |
|
|
2023
Q3 | $2M | Buy |
26,637
+2,702
| +11% | +$220K | 0.01% | 545 |
|
|
2023
Q2 | $2.02M | Buy |
23,935
+361
| +2% | +$31.9K | 0.01% | 517 |
|
|
2023
Q1 | $2.15M | Buy |
23,574
+3,061
| +15% | +$280K | 0.01% | 466 |
|
|
2022
Q4 | $1.95M | Sell |
20,513
-1,124
| -5% | -$102K | 0.01% | 456 |
|
|
2022
Q3 | $1.87M | Buy |
21,637
+7,179
| +50% | +$710K | 0.01% | 428 |
|
|
2022
Q2 | $1.39M | Buy |
14,458
+1,664
| +13% | +$165K | 0.01% | 476 |
|
|
2022
Q1 | $1.28M | Buy |
12,794
+812
| +7% | +$74.2K | 0.01% | 505 |
|
|
2021
Q4 | $1.07M | Buy |
+11,982
| New | +$1.01M | 0.01% | 564 |
|
|
2021
Q2 | $1.12M | Hold |
13,237
| – | – | 0.01% | 547 |
|
|
2021
Q1 | $1.12M | Hold |
13,237
| – | – | 0.01% | 547 |
|
|
2020
Q4 | $1.12M | Hold |
13,237
| – | – | 0.01% | 547 |
|
|
2020
Q3 | $1.12M | Hold |
13,237
| – | – | 0.01% | 547 |
|
|
2020
Q2 | $1.12M | Hold |
13,237
| – | – | 0.01% | 547 |
|
|
2020
Q1 | $1.12M | Hold |
13,237
| – | – | 0.01% | 547 |
|
|
2019
Q4 | $1.12M | Hold |
13,237
| – | – | 0.01% | 547 |
|
|
2019
Q3 | $1.12M | Hold |
13,237
| – | – | 0.01% | 547 |
|
|
2019
Q2 | $1.12M | Hold |
13,237
| – | – | 0.01% | 547 |
|
|
2019
Q1 | $1.12M | Sell |
13,237
-38,411
| -74% | -$3.05M | 0.01% | 547 |
|
|
2018
Q4 | $3.86M | Buy |
51,648
+40,761
| +374% | +$3.06M | 0.1% | 184 |
|
|
2018
Q3 | $772K | Buy |
10,887
+9,480
| +674% | +$675K | 0.02% | 342 |
|
|
2018
Q2 | $97K | Buy |
1,407
+1,272
| +942% | +$85.7K | ﹤0.01% | 523 |
|
|
2018
Q1 | $9K | Sell |
135
-75
| -36% | -$5.05K | ﹤0.01% | 869 |
|
|
2017
Q4 | $15K | Sell |
210
-91
| -30% | -$6.8K | ﹤0.01% | 766 |
|
|
2017
Q3 | $21K | Buy |
301
+111
| +58% | +$7.91K | ﹤0.01% | 687 |
|
|
2017
Q2 | $13K | Buy |
190
+55
| +41% | +$3.82K | ﹤0.01% | 719 |
|
|
2017
Q1 | $9K | Sell |
135
-136
| -50% | -$8.81K | ﹤0.01% | 764 |
|
|
2016
Q4 | $17K | Buy |
271
+171
| +171% | +$10.5K | ﹤0.01% | 612 |
|
|
2016
Q3 | $6K | Hold |
100
| – | – | ﹤0.01% | 788 |
|
|
2016
Q2 | $7K | Buy |
+100
| New | +$6.54K | ﹤0.01% | 587 |
|
|
2014
Q1 | – | Sell |
-97
| Closed | -$5K | – | 149 |
|
|
2013
Q4 | $5K | Hold |
97
| – | – | ﹤0.01% | 507 |
|
|
2013
Q3 | $4K | Buy |
+97
| New | +$4.31K | ﹤0.01% | 393 |
|
Other funds holding AEP
Carson Wealth (CWM LLC)'s AEP Position: Q1 2026 in Review
Carson Wealth (CWM LLC) reduced its American Electric Power (AEP) stake by 2% in Q1 2026, selling an estimated $647K and leaving 250,243 shares worth $32.8M. The position accounts for 0.09% of the portfolio, ranked #221.
Carson Wealth (CWM LLC) first reported a position in AEP in Q3 2013 and has held it in 41 quarters since. 1,939 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- Carson Wealth (CWM LLC) held 250,243 shares of American Electric Power worth $32.8M as of Q1 2026.
- Carson Wealth (CWM LLC) sold 5,169 American Electric Power shares in Q1 2026, an estimated $647K.
- American Electric Power made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #221 holding.
- Carson Wealth (CWM LLC) first reported a position in American Electric Power in Q3 2013 and has held it in 41 quarters since.
- 1,939 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.