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Dakota Wealth Management’s American Electric Power AEP Stock Holding History

Dakota Wealth Management’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 		$5.94M Buy
45,339
+19
+0% +$2.38K 0.13% 155
2025
Q4 		$5.23M Sell
45,320
-7,318
-14% -$864K 0.09% 168
2025
Q3 		$5.92M Sell
52,638
-2,775
-5% -$304K 0.12% 144
2025
Q2 		$5.75M Sell
55,413
-1,133
-2% -$118K 0.12% 144
2025
Q1 		$6.18M Sell
56,546
-1,845
-3% -$187K 0.14% 133
2024
Q4 		$5.39M Sell
58,391
-873
-1% -$84.5K 0.12% 148
2024
Q3 		$6.08M Sell
59,264
-1,488
-2% -$145K 0.14% 136
2024
Q2 		$5.33M Sell
60,752
-1,043
-2% -$91.2K 0.13% 150
2024
Q1 		$5.32M Buy
61,795
+6,931
+13% +$563K 0.13% 149
2023
Q4 		$4.46M Sell
54,864
-392
-0.7% -$30.4K 0.17% 135
2023
Q3 		$4.16M Buy
55,256
+857
+2% +$69.7K 0.18% 126
2023
Q2 		$4.58M Buy
54,399
+1,544
+3% +$136K 0.22% 106
2023
Q1 		$4.81M Sell
52,855
-577
-1% -$52.8K 0.32% 82
2022
Q4 		$5.07M Sell
53,432
-296
-0.6% -$26.9K 0.36% 70
2022
Q3 		$4.64M Buy
53,728
+14,801
+38% +$1.46M 0.38% 64
2022
Q2 		$3.73M Buy
38,927
+1,696
+5% +$168K 0.34% 81
2022
Q1 		$3.71M Buy
+37,231
New +$3.4M 0.3% 99

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

Dakota Wealth Management's AEP Position: Q1 2026 in Review

Dakota Wealth Management increased its American Electric Power (AEP) stake by 0.04% in Q1 2026, buying an estimated $2.38K and bringing the position to 45,339 shares worth $5.94M. The position accounts for 0.13% of the portfolio, ranked #155.

Dakota Wealth Management first reported a position in AEP in Q1 2022 and has held it in 17 quarters since. The position peaked at $6.18M in Q1 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Dakota Wealth Management held 45,339 shares of American Electric Power worth $5.94M as of Q1 2026.
  • Dakota Wealth Management bought 19 American Electric Power shares in Q1 2026, an estimated $2.38K.
  • American Electric Power made up 0.13% of Dakota Wealth Management's portfolio in Q1 2026, its #155 holding.
  • Dakota Wealth Management first reported a position in American Electric Power in Q1 2022 and has held it in 17 quarters since.
  • Dakota Wealth Management's American Electric Power position peaked at $6.18M in Q1 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Dakota Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.