Corient Private Wealth
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Corient Private Wealth’s American Electric Power AEP Stock Holding History

Corient Private Wealth’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 		$21.4M Sell
165,683
-201,397
-55% -$25.2M 0.03% 387
2025
Q4 		$38.9M Buy
367,080
+207,707
+130% +$24.5M 0.03% 417
2025
Q3 		$17.6M Buy
159,373
+12,950
+9% +$1.42M 0.03% 414
2025
Q2 		$15.2M Sell
146,423
-428
-0.3% -$44.5K 0.02% 435
2025
Q1 		$16M Sell
146,851
-6,291
-4% -$637K 0.03% 425
2024
Q4 		$14.1M Sell
153,142
-5,184
-3% -$502K 0.02% 447
2024
Q3 		$16.2M Sell
158,326
-2,213
-1% -$216K 0.03% 457
2024
Q2 		$14.1M Buy
160,539
+2,354
+1% +$206K 0.02% 451
2024
Q1 		$13.6M Sell
158,185
-757
-0.5% -$61.5K 0.02% 460
2023
Q4 		$12.9M Buy
158,942
+2,961
+2% +$230K 0.02% 471
2023
Q3 		$11.7M Buy
155,981
+7,721
+5% +$628K 0.03% 448
2023
Q2 		$12.5M Sell
148,260
-6,206
-4% -$548K 0.03% 434
2023
Q1 		$14.1M Buy
154,466
+33,568
+28% +$3.07M 0.04% 374
2022
Q4 		$11.5M Buy
+120,898
New +$11M 0.04% 347

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 Private Wealth's AEP Position: Q1 2026 in Review

Corient Private Wealth reduced its American Electric Power (AEP) stake by 55% in Q1 2026, selling an estimated $25.2M and leaving 165,683 shares worth $21.4M. The position accounts for 0.03% of the portfolio, ranked #387.

Corient Private Wealth first reported a position in AEP in Q4 2022 and has held it in 14 quarters since. The position peaked at $38.9M in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Corient Private Wealth held 165,683 shares of American Electric Power worth $21.4M as of Q1 2026.
  • Corient Private Wealth sold 201,397 American Electric Power shares in Q1 2026, an estimated $25.2M.
  • American Electric Power made up 0.03% of Corient Private Wealth's portfolio in Q1 2026, its #387 holding.
  • Corient Private Wealth first reported a position in American Electric Power in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's American Electric Power position peaked at $38.9M in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.