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

Daymark 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 		$781K Sell
5,954
-756
-11% -$94.6K 0.02% 337
2025
Q4 		$774K Buy
6,710
+497
+8% +$58.7K 0.02% 319
2025
Q3 		$699K Buy
6,213
+2,659
+75% +$291K 0.02% 324
2025
Q2 		$369K Buy
3,554
+1,299
+58% +$135K 0.01% 414
2025
Q1 		$246K Sell
2,255
-86
-4% -$8.71K 0.01% 450
2024
Q4 		$216K Sell
2,341
-573
-20% -$55.5K 0.01% 471
2024
Q3 		$299K Buy
2,914
+89
+3% +$8.69K 0.01% 425
2024
Q2 		$248K Buy
+2,825
New +$247K 0.01% 438
2023
Q3 		– Sell
-2,462
Closed -$207K – 383
2023
Q2 		$207K Buy
+2,462
New +$217K 0.02% 352

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

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

Daymark Wealth Partners reduced its American Electric Power (AEP) stake by 11% in Q1 2026, selling an estimated $94.6K and leaving 5,954 shares worth $781K. The position accounts for 0.02% of the portfolio, ranked #337.

Daymark Wealth Partners first reported a position in AEP in Q2 2023 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Daymark Wealth Partners held 5,954 shares of American Electric Power worth $781K as of Q1 2026.
  • Daymark Wealth Partners sold 756 American Electric Power shares in Q1 2026, an estimated $94.6K.
  • American Electric Power made up 0.02% of Daymark Wealth Partners's portfolio in Q1 2026, its #337 holding.
  • Daymark Wealth Partners first reported a position in American Electric Power in Q2 2023 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Daymark Wealth Partners's 13F filing for Q1 2026, filed 11 May 2026.