Creative Planning
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Creative Planning’s American Electric Power AEP Stock Holding History

Creative Planning’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 		$52.4M Buy
399,995
+42,421
+12% +$5.31M 0.04% 213
2025
Q4 		$41.2M Buy
357,574
+24,680
+7% +$2.91M 0.03% 231
2025
Q3 		$37.5M Buy
332,894
+30,419
+10% +$3.33M 0.03% 239
2025
Q2 		$31.4M Buy
302,475
+4,434
+1% +$461K 0.03% 242
2025
Q1 		$32.6M Buy
298,041
+11,324
+4% +$1.15M 0.03% 228
2024
Q4 		$26.4M Buy
286,717
+9,076
+3% +$878K 0.03% 241
2024
Q3 		$28.5M Buy
277,641
+56
+0% +$5.46K 0.03% 218
2024
Q2 		$24.4M Buy
277,585
+1,213
+0.4% +$106K 0.03% 231
2024
Q1 		$23.8M Buy
276,372
+6,474
+2% +$526K 0.03% 228
2023
Q4 		$21.9M Sell
269,898
-72,212
-21% -$5.61M 0.04% 228
2023
Q3 		$25.7M Buy
342,110
+146,778
+75% +$11.9M 0.03% 207
2023
Q2 		$16.4M Sell
195,332
-434
-0.2% -$38.3K 0.02% 254
2023
Q1 		$17.8M Sell
195,766
-3,379
-2% -$309K 0.03% 237
2022
Q4 		$18.9M Buy
199,145
+15,289
+8% +$1.39M 0.03% 225
2022
Q3 		$15.9M Sell
183,856
-7,556
-4% -$747K 0.03% 219
2022
Q2 		$18.4M Buy
191,412
+7,002
+4% +$694K 0.03% 208
2022
Q1 		$18.4M Buy
184,410
+88,228
+92% +$8.06M 0.03% 215
2021
Q4 		$8.56M Sell
96,182
-621
-0.6% -$52.4K 0.01% 316
2021
Q3 		$7.86M Sell
96,803
-1,816
-2% -$159K 0.01% 309
2021
Q2 		$8.34M Sell
98,619
-3,383
-3% -$291K 0.01% 296
2021
Q1 		$8.64M Buy
102,002
+13,504
+15% +$1.09M 0.02% 302
2020
Q4 		$7.37M Sell
88,498
-4,544
-5% -$394K 0.02% 309
2020
Q3 		$7.6M Buy
93,042
+2,770
+3% +$228K 0.02% 254
2020
Q2 		$7.19M Buy
90,272
+276
+0.3% +$22.5K 0.02% 233
2020
Q1 		$7.2M Sell
89,996
-3,187
-3% -$301K 0.03% 208
2019
Q4 		$8.81M Buy
93,183
+3,063
+3% +$283K 0.03% 214
2019
Q3 		$8.44M Buy
90,120
+6,602
+8% +$600K 0.03% 207
2019
Q2 		$7.35M Sell
83,518
-3,023
-3% -$261K 0.02% 229
2019
Q1 		$7.25M Buy
86,541
+10,844
+14% +$862K 0.03% 214
2018
Q4 		$5.66M Sell
75,697
-2,942
-4% -$221K 0.02% 224
2018
Q3 		$5.57M Buy
78,639
+2,099
+3% +$149K 0.02% 249
2018
Q2 		$5.3M Sell
76,540
-334
-0.4% -$22.5K 0.02% 243
2018
Q1 		$5.27M Sell
76,874
-534
-0.7% -$36K 0.02% 235
2017
Q4 		$5.7M Buy
77,408
+9,231
+14% +$690K 0.02% 219
2017
Q3 		$4.79M Buy
68,177
+3,270
+5% +$233K 0.02% 247
2017
Q2 		$4.51M Sell
64,907
-308
-0.5% -$21.4K 0.02% 238
2017
Q1 		$4.38M Buy
65,215
+3,319
+5% +$215K 0.02% 229
2016
Q4 		$3.9M Buy
61,896
+1,345
+2% +$83K 0.02% 251
2016
Q3 		$3.89M Buy
60,551
+3,890
+7% +$262K 0.02% 235
2016
Q2 		$3.97M Buy
56,661
+13,493
+31% +$883K 0.03% 199
2016
Q1 		$2.87M Sell
43,168
-109
-0.3% -$6.74K 0.02% 245
2015
Q4 		$2.52M Sell
43,277
-6,123
-12% -$347K 0.02% 265
2015
Q3 		$2.81M Sell
49,400
-1,187
-2% -$65.9K 0.02% 236
2015
Q2 		$2.68M Sell
50,587
-3,148
-6% -$174K 0.02% 238
2015
Q1 		$3.02M Buy
53,735
+7,081
+15% +$420K 0.03% 211
2014
Q4 		$2.83M Buy
46,654
+2,674
+6% +$153K 0.03% 204
2014
Q3 		$2.3M Buy
43,980
+18,139
+70% +$959K 0.03% 217
2014
Q2 		$1.44M Buy
25,841
+6,077
+31% +$321K 0.02% 294
2014
Q1 		$1M Buy
19,764
+4,599
+30% +$223K 0.02% 369
2013
Q4 		$709K Buy
15,165
+502
+3% +$23.2K 0.01% 408
2013
Q3 		$636K Buy
14,663
+781
+6% +$34.7K 0.01% 375
2013
Q2 		$622K Buy
+13,882
New +$666K 0.01% 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

Creative Planning's AEP Position: Q1 2026 in Review

Creative Planning increased its American Electric Power (AEP) stake by 12% in Q1 2026, buying an estimated $5.31M and bringing the position to 399,995 shares worth $52.4M. The position accounts for 0.04% of the portfolio, ranked #213.

Creative Planning first reported a position in AEP in Q2 2013 and has held it in 52 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Creative Planning held 399,995 shares of American Electric Power worth $52.4M as of Q1 2026.
  • Creative Planning bought 42,421 American Electric Power shares in Q1 2026, an estimated $5.31M.
  • American Electric Power made up 0.04% of Creative Planning's portfolio in Q1 2026, its #213 holding.
  • Creative Planning first reported a position in American Electric Power in Q2 2013 and has held it in 52 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.