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Corient IA’s American Electric Power AEP Stock Holding History

Corient IA’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 		$370K Sell
2,820
-680
-19% -$85.1K 0.35% 101
2025
Q4 		$404K Hold
3,500
– – 0.38% 107
2025
Q3 		$394K Hold
3,500
– – 0.29% 133
2025
Q2 		$363K Hold
3,500
– – 0.21% 185
2025
Q1 		$382K Buy
+3,500
New +$355K 0.27% 152

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

Corient IA's AEP Position: Q1 2026 in Review

Corient IA reduced its American Electric Power (AEP) stake by 19% in Q1 2026, selling an estimated $85.1K and leaving 2,820 shares worth $370K. The position accounts for 0.35% of the portfolio, ranked #101.

Corient IA first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. The position peaked at $404K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Corient IA held 2,820 shares of American Electric Power worth $370K as of Q1 2026.
  • Corient IA sold 680 American Electric Power shares in Q1 2026, an estimated $85.1K.
  • American Electric Power made up 0.35% of Corient IA's portfolio in Q1 2026, its #101 holding.
  • Corient IA first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • Corient IA's American Electric Power position peaked at $404K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Corient IA's 13F filing for Q1 2026, filed 14 May 2026.