CIA
AEP icon

Concurrent Investment Advisors’s American Electric Power AEP Stock Holding History

Concurrent Investment Advisors’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 		$6.47M Sell
49,331
-1,940
-4% -$243K 0.07% 297
2025
Q4 		$5.91M Buy
51,271
+13,832
+37% +$1.63M 0.07% 290
2025
Q3 		$4.21M Buy
37,439
+504
+1% +$55.1K 0.07% 272
2025
Q2 		$3.83M Buy
36,935
+2,396
+7% +$249K 0.07% 276
2025
Q1 		$3.77M Buy
34,539
+12,289
+55% +$1.24M 0.09% 234
2024
Q4 		$2.05M Buy
22,250
+227
+1% +$22K 0.06% 322
2024
Q3 		$2.26M Buy
22,023
+1,788
+9% +$174K 0.07% 281
2024
Q2 		$1.78M Buy
20,235
+10,428
+106% +$912K 0.06% 304
2024
Q1 		$844K Sell
9,807
-2,565
-21% -$209K 0.03% 409
2023
Q4 		$1M Buy
+12,372
New +$960K 0.05% 339

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

Concurrent Investment Advisors's AEP Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its American Electric Power (AEP) stake by 3.8% in Q1 2026, selling an estimated $243K and leaving 49,331 shares worth $6.47M. The position accounts for 0.07% of the portfolio, ranked #297.

Concurrent Investment Advisors first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Concurrent Investment Advisors held 49,331 shares of American Electric Power worth $6.47M as of Q1 2026.
  • Concurrent Investment Advisors sold 1,940 American Electric Power shares in Q1 2026, an estimated $243K.
  • American Electric Power made up 0.07% of Concurrent Investment Advisors's portfolio in Q1 2026, its #297 holding.
  • Concurrent Investment Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.