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Dumont & Blake Investment Advisors’s American Electric Power AEP Stock Holding History

Dumont & Blake Investment Advisors’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 		$271K Sell
2,067
-27
-1% -$3.38K 0.07% 166
2025
Q4 		$241K Sell
2,094
-138
-6% -$16.3K 0.06% 177
2025
Q3 		$251K Sell
2,232
-8
-0.4% -$875 0.06% 178
2025
Q2 		$232K Hold
2,240
– – 0.06% 182
2025
Q1 		$245K Sell
2,240
-10
-0.4% -$1.01K 0.07% 172
2024
Q4 		$208K Buy
2,250
+10
+0.4% +$968 0.06% 186
2024
Q3 		$230K Buy
+2,240
New +$219K 0.06% 182

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

Dumont & Blake Investment Advisors's AEP Position: Q1 2026 in Review

Dumont & Blake Investment Advisors reduced its American Electric Power (AEP) stake by 1.3% in Q1 2026, selling an estimated $3.38K and leaving 2,067 shares worth $271K. The position accounts for 0.07% of the portfolio, ranked #166.

Dumont & Blake Investment Advisors first reported a position in AEP in Q3 2024 and has held it in 7 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Dumont & Blake Investment Advisors held 2,067 shares of American Electric Power worth $271K as of Q1 2026.
  • Dumont & Blake Investment Advisors sold 27 American Electric Power shares in Q1 2026, an estimated $3.38K.
  • American Electric Power made up 0.07% of Dumont & Blake Investment Advisors's portfolio in Q1 2026, its #166 holding.
  • Dumont & Blake Investment Advisors first reported a position in American Electric Power in Q3 2024 and has held it in 7 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.