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Consolidated Planning Corp’s American Electric Power AEP Stock Holding History

Consolidated Planning Corp’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 		– Sell
-53,271
Closed -$6.14M – 147
2025
Q4 		$6.14M Buy
+53,271
New +$6.29M 0.62% 47
2021
Q4 		– Sell
-523
Closed -$42K – 72
2021
Q3 		$42K Buy
+523
New +$45.7K 0.03% 175

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

Consolidated Planning Corp's AEP Position: Q1 2026 in Review

Consolidated Planning Corp sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 53,271 shares — an estimated $6.14M sold.

Consolidated Planning Corp first reported a position in AEP in Q3 2021 and held it in 2 quarters. The position peaked at $6.14M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Consolidated Planning Corp reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • Consolidated Planning Corp sold 53,271 American Electric Power shares in Q1 2026, an estimated $6.14M.
  • Consolidated Planning Corp first reported a position in American Electric Power in Q3 2021 and held it in 2 quarters.
  • Consolidated Planning Corp's American Electric Power position peaked at $6.14M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Consolidated Planning Corp's 13F filing for Q1 2026, filed 16 Apr 2026.