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Crestwood Advisors Group’s American Electric Power AEP Stock Holding History

Crestwood Advisors Group’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 		$1.24M Buy
9,477
+217
+2% +$27.2K 0.02% 282
2025
Q4 		$1.07M Buy
9,260
+629
+7% +$74.3K 0.02% 275
2025
Q3 		$971K Buy
8,631
+360
+4% +$39.4K 0.02% 294
2025
Q2 		$858K Sell
8,271
-174
-2% -$18.1K 0.02% 296
2025
Q1 		$923K Buy
8,445
+525
+7% +$53.2K 0.02% 286
2024
Q4 		$730K Buy
7,920
+729
+10% +$70.5K 0.01% 268
2024
Q3 		$738K Buy
7,191
+212
+3% +$20.7K 0.01% 254
2024
Q2 		$612K Sell
6,979
-917
-12% -$80.2K 0.01% 258
2024
Q1 		$680K Buy
7,896
+327
+4% +$26.6K 0.01% 245
2023
Q4 		$615K Sell
7,569
-388
-5% -$30.1K 0.01% 243
2023
Q3 		$599K Buy
7,957
+197
+3% +$16K 0.02% 233
2023
Q2 		$653K Buy
7,760
+37
+0.5% +$3.27K 0.02% 167
2023
Q1 		$703K Sell
7,723
-706
-8% -$64.6K 0.02% 163
2022
Q4 		$800K Sell
8,429
-47
-0.6% -$4.28K 0.03% 156
2022
Q3 		$733K Buy
8,476
+56
+0.7% +$5.54K 0.03% 159
2022
Q2 		$808K Sell
8,420
-25
-0.3% -$2.48K 0.03% 160
2022
Q1 		$843K Sell
8,445
-317
-4% -$29K 0.02% 169
2021
Q4 		$780K Sell
8,762
-6,945
-44% -$586K 0.02% 179
2021
Q3 		$1.27M Buy
15,707
+529
+3% +$46.2K 0.04% 140
2021
Q2 		$1.28M Sell
15,178
-255
-2% -$22K 0.04% 142
2021
Q1 		$1.31M Buy
15,433
+265
+2% +$21.4K 0.04% 134
2020
Q4 		$1.26M Buy
15,168
+346
+2% +$30K 0.04% 133
2020
Q3 		$1.21M Buy
14,822
+4
+0% +$329 0.05% 118
2020
Q2 		$1.18M Sell
14,818
-191
-1% -$15.6K 0.05% 115
2020
Q1 		$1.2M Buy
15,009
+150
+1% +$14.2K 0.06% 111
2019
Q4 		$1.4M Buy
14,859
+193
+1% +$17.8K 0.06% 117
2019
Q3 		$1.37M Buy
14,666
+3
+0% +$272 0.06% 117
2019
Q2 		$1.29M Sell
14,663
-646
-4% -$55.7K 0.06% 121
2019
Q1 		$1.28M Buy
15,309
+972
+7% +$77.3K 0.09% 74
2018
Q4 		$1.07M Buy
14,337
+4
+0% +$300 0.09% 75
2018
Q3 		$1.02M Buy
14,333
+4
+0% +$285 0.07% 78
2018
Q2 		$1.02M Sell
14,329
-2,008
-12% -$135K 0.07% 76
2018
Q1 		$1.12M Buy
16,337
+1,017
+7% +$68.5K 0.09% 73
2017
Q4 		$1.13M Buy
15,320
+2,004
+15% +$150K 0.09% 75
2017
Q3 		$935K Buy
13,316
+4
+0% +$285 0.08% 78
2017
Q2 		$938K Buy
13,312
+3
+0% +$208 0.08% 79
2017
Q1 		$905K Sell
13,309
-113
-0.8% -$7.32K 0.08% 76
2016
Q4 		$845K Sell
13,422
-103
-0.8% -$6.35K 0.08% 78
2016
Q3 		$868K Buy
13,525
+4
+0% +$269 0.1% 64
2016
Q2 		$948K Buy
13,521
+3
+0% +$196 0.12% 61
2016
Q1 		$898K Sell
13,518
-369
-3% -$22.8K 0.11% 69
2015
Q4 		$809K Buy
13,887
+7
+0.1% +$397 0.1% 80
2015
Q3 		$789K Sell
13,880
-193
-1% -$10.7K 0.1% 72
2015
Q2 		$745K Buy
14,073
+7
+0% +$388 0.1% 73
2015
Q1 		$791K Buy
+14,066
New +$835K 0.11% 62

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

Crestwood Advisors Group's AEP Position: Q1 2026 in Review

Crestwood Advisors Group increased its American Electric Power (AEP) stake by 2.3% in Q1 2026, buying an estimated $27.2K and bringing the position to 9,477 shares worth $1.24M. The position accounts for 0.02% of the portfolio, ranked #282.

Crestwood Advisors Group first reported a position in AEP in Q1 2015 and has held it in 45 quarters since. The position peaked at $1.4M in Q4 2019. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Crestwood Advisors Group held 9,477 shares of American Electric Power worth $1.24M as of Q1 2026.
  • Crestwood Advisors Group bought 217 American Electric Power shares in Q1 2026, an estimated $27.2K.
  • American Electric Power made up 0.02% of Crestwood Advisors Group's portfolio in Q1 2026, its #282 holding.
  • Crestwood Advisors Group first reported a position in American Electric Power in Q1 2015 and has held it in 45 quarters since.
  • Crestwood Advisors Group's American Electric Power position peaked at $1.4M in Q4 2019.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Crestwood Advisors Group's 13F filing for Q1 2026, filed 5 May 2026.