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D.A. Davidson & Co’s American Electric Power AEP Stock Holding History

D.A. Davidson & Co’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 		$6.8M Buy
51,908
+462
+0.9% +$57.8K 0.04% 323
2025
Q4 		$5.93M Buy
51,446
+5,542
+12% +$655K 0.04% 342
2025
Q3 		$5.16M Buy
45,904
+3,970
+9% +$434K 0.03% 366
2025
Q2 		$4.35M Buy
41,934
+2,161
+5% +$225K 0.03% 369
2025
Q1 		$4.35M Buy
39,773
+1,652
+4% +$167K 0.03% 355
2024
Q4 		$3.52M Sell
38,121
-1,011
-3% -$97.8K 0.03% 399
2024
Q3 		$4.01M Buy
39,132
+1,990
+5% +$194K 0.03% 377
2024
Q2 		$3.26M Buy
37,142
+14,345
+63% +$1.25M 0.03% 403
2024
Q1 		$1.96M Sell
22,797
-4,969
-18% -$404K 0.02% 536
2023
Q4 		$2.26M Sell
27,766
-810
-3% -$62.9K 0.02% 474
2023
Q3 		$2.15M Buy
28,576
+1,401
+5% +$114K 0.02% 458
2023
Q2 		$2.29M Sell
27,175
-72
-0.3% -$6.36K 0.02% 447
2023
Q1 		$2.48M Buy
27,247
+2,487
+10% +$227K 0.03% 415
2022
Q4 		$2.35M Buy
24,760
+4,543
+22% +$414K 0.03% 406
2022
Q3 		$1.75M Sell
20,217
-1,189
-6% -$118K 0.02% 440
2022
Q2 		$2.05M Sell
21,406
-5,432
-20% -$538K 0.03% 415
2022
Q1 		$2.68M Buy
26,838
+433
+2% +$39.6K 0.03% 395
2021
Q4 		$2.35M Buy
26,405
+6,992
+36% +$590K 0.03% 422
2021
Q3 		$1.58M Sell
19,413
-36
-0.2% -$3.14K 0.02% 495
2021
Q2 		$1.65M Buy
19,449
+3,506
+22% +$302K 0.02% 486
2021
Q1 		$1.35M Buy
15,943
+691
+5% +$55.7K 0.02% 507
2020
Q4 		$1.27M Sell
15,252
-2,026
-12% -$176K 0.02% 450
2020
Q3 		$1.41M Sell
17,278
-570
-3% -$47K 0.02% 376
2020
Q2 		$1.42M Sell
17,848
-3,066
-15% -$250K 0.03% 370
2020
Q1 		$1.67M Sell
20,914
-15
-0.1% -$1.42K 0.03% 349
2019
Q4 		$1.98M Buy
20,929
+4,726
+29% +$437K 0.03% 363
2019
Q3 		$1.52M Sell
16,203
-1,983
-11% -$180K 0.03% 396
2019
Q2 		$1.6M Sell
18,186
-270
-1% -$23.3K 0.03% 371
2019
Q1 		$1.52M Sell
18,456
-3,317
-15% -$264K 0.03% 413
2018
Q4 		$1.63M Buy
21,773
+376
+2% +$28.2K 0.03% 370
2018
Q3 		$1.52M Buy
21,397
+1,240
+6% +$88.2K 0.03% 417
2018
Q2 		$1.4M Buy
20,157
+4,379
+28% +$295K 0.03% 421
2018
Q1 		$1.08M Sell
15,778
-588
-4% -$39.6K 0.02% 453
2017
Q4 		$1.2M Sell
16,366
-213
-1% -$15.9K 0.03% 422
2017
Q3 		$1.16M Buy
16,579
+2,216
+15% +$158K 0.02% 461
2017
Q2 		$997K Sell
14,363
-1,659
-10% -$115K 0.02% 457
2017
Q1 		$1.07M Sell
16,022
-2,214
-12% -$143K 0.03% 422
2016
Q4 		$1.15M Buy
18,236
+11,321
+164% +$698K 0.03% 437
2016
Q3 		$443K Sell
6,915
-7,367
-52% -$495K 0.01% 672
2016
Q2 		$1M Buy
14,282
+365
+3% +$23.9K 0.03% 403
2016
Q1 		$923K Sell
13,917
-2,400
-15% -$148K 0.03% 411
2015
Q4 		$950K Sell
16,317
-49
-0.3% -$2.78K 0.03% 409
2015
Q3 		$930K Sell
16,366
-569
-3% -$31.6K 0.03% 403
2015
Q2 		$896K Buy
16,935
+530
+3% +$29.3K 0.03% 429
2015
Q1 		$922K Buy
16,405
+2,713
+20% +$161K 0.03% 421
2014
Q4 		$829K Buy
13,692
+492
+4% +$28.2K 0.03% 450
2014
Q3 		$687K Sell
13,200
-580
-4% -$30.7K 0.02% 501
2014
Q2 		$766K Buy
13,780
+390
+3% +$20.6K 0.03% 485
2014
Q1 		$676K Sell
13,390
-7,752
-37% -$377K 0.02% 517
2013
Q4 		$984K Buy
21,142
+8,646
+69% +$399K 0.04% 403
2013
Q3 		$539K Sell
12,496
-359
-3% -$16K 0.02% 487
2013
Q2 		$572K Buy
+12,855
New +$617K 0.03% 442

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

D.A. Davidson & Co's AEP Position: Q1 2026 in Review

D.A. Davidson & Co increased its American Electric Power (AEP) stake by 0.9% in Q1 2026, buying an estimated $57.8K and bringing the position to 51,908 shares worth $6.8M. The position accounts for 0.04% of the portfolio, ranked #323.

D.A. Davidson & Co 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.

  • D.A. Davidson & Co held 51,908 shares of American Electric Power worth $6.8M as of Q1 2026.
  • D.A. Davidson & Co bought 462 American Electric Power shares in Q1 2026, an estimated $57.8K.
  • American Electric Power made up 0.04% of D.A. Davidson & Co's portfolio in Q1 2026, its #323 holding.
  • D.A. Davidson & Co 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 D.A. Davidson & Co's 13F filing for Q1 2026, filed 5 May 2026.