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CBIZ Investment Advisory Services’s American Electric Power AEP Stock Holding History

CBIZ Investment Advisory Services’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 		$2.62K Sell
20
-96
-83% -$12K ﹤0.01% 304
2025
Q4 		$13.4K Buy
116
+40
+53% +$4.72K ﹤0.01% 331
2025
Q3 		$8.55K Buy
76
+51
+204% +$5.58K ﹤0.01% 370
2025
Q2 		$2.59K Buy
25
+20
+400% +$2.08K ﹤0.01% 514
2025
Q1 		$546 Buy
+5
New +$506 ﹤0.01% 544

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

CBIZ Investment Advisory Services's AEP Position: Q1 2026 in Review

CBIZ Investment Advisory Services reduced its American Electric Power (AEP) stake by 83% in Q1 2026, selling an estimated $12K and leaving 20 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #304.

CBIZ Investment Advisory Services first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. The position peaked at $13.4K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • CBIZ Investment Advisory Services held 20 shares of American Electric Power worth $2.62K as of Q1 2026.
  • CBIZ Investment Advisory Services sold 96 American Electric Power shares in Q1 2026, an estimated $12K.
  • American Electric Power made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #304 holding.
  • CBIZ Investment Advisory Services first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • CBIZ Investment Advisory Services's American Electric Power position peaked at $13.4K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.