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Chicago Partners Investment Group’s American Electric Power AEP Stock Holding History

Chicago Partners Investment Group’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 		$694K Buy
5,271
+608
+13% +$76.1K 0.02% 704
2025
Q4 		$544K Buy
4,663
+49
+1% +$5.79K 0.01% 717
2025
Q3 		$531K Buy
4,614
+12
+0.3% +$1.31K 0.01% 671
2025
Q2 		$501K Buy
4,602
+1,437
+45% +$150K 0.01% 599
2025
Q1 		$340K Buy
3,165
+520
+20% +$52.7K 0.01% 642
2024
Q4 		$244K Buy
2,645
+253
+11% +$24.5K 0.01% 740
2024
Q3 		$241K Sell
2,392
-84
-3% -$8.2K 0.01% 696
2024
Q2 		$243K Buy
+2,476
New +$217K 0.01% 652
2023
Q2 		– Sell
-2,381
Closed -$224K – 685
2023
Q1 		$224K Buy
2,381
+92
+4% +$8.42K 0.01% 587
2022
Q4 		$211K Buy
+2,289
New +$208K 0.01% 574
2022
Q3 		– Sell
-2,218
Closed -$219K – 588
2022
Q2 		$219K Buy
2,218
+107
+5% +$10.6K 0.02% 521
2022
Q1 		$211K Buy
+2,111
New +$193K 0.02% 505
2018
Q4 		– Sell
-1,500
Closed -$111K – 327
2018
Q3 		$111K Buy
1,500
+480
+47% +$34.2K 0.02% 393
2018
Q2 		$71K Hold
1,020
– – 0.01% 431
2018
Q1 		$70K Sell
1,020
-1,793
-64% -$121K 0.01% 403
2017
Q4 		$207K Buy
2,813
+1,205
+75% +$90K 0.03% 253
2017
Q3 		$113K Buy
+1,608
New +$115K 0.02% 330
2017
Q2 		– Sell
-1,599
Closed -$107K – 633
2017
Q1 		$107K Buy
1,599
+5
+0.3% +$324 0.03% 242
2016
Q4 		$100K Buy
1,594
+6
+0.4% +$370 0.04% 230
2016
Q3 		$102K Buy
1,588
+5
+0.3% +$336 0.04% 230
2016
Q2 		$111K Buy
1,583
+4
+0.3% +$262 0.05% 182
2016
Q1 		$105K Buy
1,579
+278
+21% +$17.2K 0.05% 175
2015
Q4 		$76K Buy
1,301
+281
+28% +$15.9K 0.04% 253
2015
Q3 		$58K Hold
1,020
– – 0.03% 217
2015
Q2 		$54K Buy
1,020
+12
+1% +$664 0.02% 225
2015
Q1 		$61K Sell
1,008
-222
-18% -$13.2K 0.03% 204
2014
Q4 		$75K Buy
+1,230
New +$70.4K 0.03% 198

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

Chicago Partners Investment Group's AEP Position: Q1 2026 in Review

Chicago Partners Investment Group increased its American Electric Power (AEP) stake by 13% in Q1 2026, buying an estimated $76.1K and bringing the position to 5,271 shares worth $694K. The position accounts for 0.02% of the portfolio, ranked #704.

Chicago Partners Investment Group first reported a position in AEP in Q4 2014 and has held it in 27 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Chicago Partners Investment Group held 5,271 shares of American Electric Power worth $694K as of Q1 2026.
  • Chicago Partners Investment Group bought 608 American Electric Power shares in Q1 2026, an estimated $76.1K.
  • American Electric Power made up 0.02% of Chicago Partners Investment Group's portfolio in Q1 2026, its #704 holding.
  • Chicago Partners Investment Group first reported a position in American Electric Power in Q4 2014 and has held it in 27 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.