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Elevated Capital Advisors’s American Electric Power AEP Stock Holding History

Elevated Capital 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 		$845K Sell
6,448
-642
-9% -$80.3K 0.21% 119
2025
Q4 		$818K Sell
7,090
-78
-1% -$9.21K 0.19% 141
2025
Q3 		$806K Sell
7,168
-1,011
-12% -$111K 0.2% 136
2025
Q2 		$894K Hold
8,179
– – 0.25% 116
2025
Q1 		$894K Buy
8,179
+221
+3% +$22.4K 0.25% 116
2024
Q4 		$734K Sell
7,958
-28
-0.4% -$2.71K 0.2% 146
2024
Q3 		$819K Sell
7,986
-212
-3% -$20.7K 0.22% 144
2024
Q2 		$719K Buy
+8,198
New +$717K 0.2% 138
2023
Q3 		– Sell
-18,727
Closed -$1.58M – 168
2023
Q2 		$1.58M Buy
18,727
+892
+5% +$78.8K 0.52% 72
2023
Q1 		$1.62M Buy
17,835
+402
+2% +$36.8K 0.58% 60
2022
Q4 		$1.66M Buy
17,433
+1,044
+6% +$95K 0.63% 53
2022
Q3 		$1.42M Buy
+16,389
New +$1.62M 0.56% 58
2022
Q1 		$1.46M Buy
+14,638
New +$1.34M 0.48% 63
2021
Q3 		$974K Buy
+11,997
New +$1.05M 0.34% 93
2021
Q1 		$901K Buy
10,000
+201
+2% +$16.2K 0.35% 95
2020
Q4 		$816K Sell
9,799
-665
-6% -$57.7K 0.35% 94
2020
Q3 		$950K Sell
10,464
-405
-4% -$33.4K 0.45% 74
2020
Q2 		$873K Buy
+10,869
New +$887K 0.41% 92
2019
Q1 		$236K Buy
+2,826
New +$225K 0.16% 127

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

Elevated Capital Advisors's AEP Position: Q1 2026 in Review

Elevated Capital Advisors reduced its American Electric Power (AEP) stake by 9.1% in Q1 2026, selling an estimated $80.3K and leaving 6,448 shares worth $845K. The position accounts for 0.21% of the portfolio, ranked #119.

Elevated Capital Advisors first reported a position in AEP in Q1 2019 and has held it in 19 quarters since. The position peaked at $1.66M in Q4 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Elevated Capital Advisors held 6,448 shares of American Electric Power worth $845K as of Q1 2026.
  • Elevated Capital Advisors sold 642 American Electric Power shares in Q1 2026, an estimated $80.3K.
  • American Electric Power made up 0.21% of Elevated Capital Advisors's portfolio in Q1 2026, its #119 holding.
  • Elevated Capital Advisors first reported a position in American Electric Power in Q1 2019 and has held it in 19 quarters since.
  • Elevated Capital Advisors's American Electric Power position peaked at $1.66M in Q4 2022.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Elevated Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.