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Cyndeo Wealth Partners’s American Electric Power AEP Stock Holding History

Cyndeo Wealth Partners’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 		$10.9M Buy
82,863
+18,988
+30% +$2.38M 0.57% 51
2025
Q4 		$7.37M Buy
63,875
+57,977
+983% +$6.85M 0.4% 73
2025
Q3 		$664K Sell
5,898
-325
-5% -$35.6K 0.04% 280
2025
Q2 		$646K Buy
6,223
+770
+14% +$80.1K 0.04% 276
2025
Q1 		$596K Sell
5,453
-7,609
-58% -$771K 0.04% 275
2024
Q4 		$1.2M Buy
13,062
+412
+3% +$39.9K 0.08% 198
2024
Q3 		$1.3M Sell
12,650
-20,886
-62% -$2.04M 0.09% 192
2024
Q2 		$2.94M Sell
33,536
-142
-0.4% -$12.4K 0.23% 125
2024
Q1 		$2.9M Sell
33,678
-8,242
-20% -$670K 0.24% 119
2023
Q4 		$3.4M Buy
41,920
+8,353
+25% +$648K 0.32% 95
2023
Q3 		$2.52M Sell
33,567
-4,585
-12% -$373K 0.26% 105
2023
Q2 		$3.21M Buy
38,152
+13,677
+56% +$1.21M 0.34% 98
2023
Q1 		$2.23M Buy
24,475
+8,038
+49% +$735K 0.24% 119
2022
Q4 		$1.56M Buy
+16,437
New +$1.5M 0.18% 139

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

Cyndeo Wealth Partners's AEP Position: Q1 2026 in Review

Cyndeo Wealth Partners increased its American Electric Power (AEP) stake by 30% in Q1 2026, buying an estimated $2.38M and bringing the position to 82,863 shares worth $10.9M. The position accounts for 0.57% of the portfolio, ranked #51.

Cyndeo Wealth Partners first reported a position in AEP in Q4 2022 and has held it in 14 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Cyndeo Wealth Partners held 82,863 shares of American Electric Power worth $10.9M as of Q1 2026.
  • Cyndeo Wealth Partners bought 18,988 American Electric Power shares in Q1 2026, an estimated $2.38M.
  • American Electric Power made up 0.57% of Cyndeo Wealth Partners's portfolio in Q1 2026, its #51 holding.
  • Cyndeo Wealth Partners first reported a position in American Electric Power in Q4 2022 and has held it in 14 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q1 2026, filed 13 Apr 2026.