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Continuum Advisory’s American Electric Power AEP Stock Holding History

Continuum Advisory’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 		$504K Sell
3,848
-140
-4% -$17.5K 0.05% 281
2025
Q4 		$460K Buy
3,988
+37
+0.9% +$4.37K 0.05% 293
2025
Q3 		$444K Sell
3,951
-44
-1% -$4.81K 0.05% 292
2025
Q2 		$414K Buy
3,995
+22
+0.6% +$2.29K 0.05% 288
2025
Q1 		$434K Sell
3,973
-56
-1% -$5.67K 0.06% 256
2024
Q4 		$372K Buy
4,029
+39
+1% +$3.77K 0.05% 290
2024
Q3 		$374K Sell
3,990
-70
-2% -$6.83K 0.05% 294
2024
Q2 		$356K Sell
4,060
-151
-4% -$13.2K 0.05% 272
2024
Q1 		$383K Sell
4,211
-1,702
-29% -$138K 0.06% 262
2023
Q4 		$480K Sell
5,913
-1,622
-22% -$126K 0.07% 291
2023
Q3 		$567K Sell
7,535
-353
-4% -$28.7K 0.09% 257
2023
Q2 		$664K Buy
7,888
+67
+0.9% +$5.92K 0.11% 230
2023
Q1 		$712K Buy
7,821
+200
+3% +$18.3K 0.12% 201
2022
Q4 		$724K Buy
7,621
+110
+1% +$10K 0.13% 186
2022
Q3 		$649K Buy
7,511
+106
+1% +$10.5K 0.11% 193
2022
Q2 		$710K Sell
7,405
-237
-3% -$23.5K 0.13% 197
2022
Q1 		$757K Buy
7,642
+3,394
+80% +$310K 0.14% 178
2021
Q4 		$378K Buy
4,248
+240
+6% +$20.2K 0.09% 213
2021
Q3 		$325K Buy
4,008
+455
+13% +$39.7K 0.09% 211
2021
Q2 		$301K Buy
+3,553
New +$306K 0.09% 212
2018
Q1 		– Sell
-6,323
Closed -$465K – 138
2017
Q4 		$465K Buy
6,323
+274
+5% +$20.5K 0.36% 75
2017
Q3 		$425K Buy
6,049
+274
+5% +$19.5K 0.37% 73
2017
Q2 		$401K Buy
5,775
+211
+4% +$14.7K 0.4% 77
2017
Q1 		$374K Buy
+5,564
New +$360K 0.45% 65

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

Continuum Advisory's AEP Position: Q1 2026 in Review

Continuum Advisory reduced its American Electric Power (AEP) stake by 3.5% in Q1 2026, selling an estimated $17.5K and leaving 3,848 shares worth $504K. The position accounts for 0.05% of the portfolio, ranked #281.

Continuum Advisory first reported a position in AEP in Q1 2017 and has held it in 24 quarters since. The position peaked at $757K in Q1 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Continuum Advisory held 3,848 shares of American Electric Power worth $504K as of Q1 2026.
  • Continuum Advisory sold 140 American Electric Power shares in Q1 2026, an estimated $17.5K.
  • American Electric Power made up 0.05% of Continuum Advisory's portfolio in Q1 2026, its #281 holding.
  • Continuum Advisory first reported a position in American Electric Power in Q1 2017 and has held it in 24 quarters since.
  • Continuum Advisory's American Electric Power position peaked at $757K in Q1 2022.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.