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Claris Financial’s American Electric Power AEP Stock Holding History

Claris Financial’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 		$357K Buy
2,720
+12
+0.4% +$1.5K 0.2% 111
2025
Q4 		$312K Buy
2,708
+434
+19% +$51.3K 0.17% 123
2025
Q3 		$256K Buy
2,274
+14
+0.6% +$1.53K 0.15% 136
2025
Q2 		$234K Buy
+2,260
New +$235K 0.18% 125

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

Claris Financial's AEP Position: Q1 2026 in Review

Claris Financial increased its American Electric Power (AEP) stake by 0.44% in Q1 2026, buying an estimated $1.5K and bringing the position to 2,720 shares worth $357K. The position accounts for 0.2% of the portfolio, ranked #111.

Claris Financial first reported a position in AEP in Q2 2025 and has held it in 4 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Claris Financial held 2,720 shares of American Electric Power worth $357K as of Q1 2026.
  • Claris Financial bought 12 American Electric Power shares in Q1 2026, an estimated $1.5K.
  • American Electric Power made up 0.2% of Claris Financial's portfolio in Q1 2026, its #111 holding.
  • Claris Financial first reported a position in American Electric Power in Q2 2025 and has held it in 4 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.