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EP Wealth Advisors’s American Electric Power AEP Stock Holding History

EP Wealth 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 		$2.2M Buy
16,750
+11
+0.1% +$1.38K 0.01% 461
2025
Q4 		$1.93M Buy
+16,739
New +$1.98M 0.01% 456
2025
Q2 		$1.36M Buy
13,108
+1,278
+11% +$133K 0.01% 503
2025
Q1 		$1.29M Buy
11,830
+1,477
+14% +$150K 0.01% 441
2024
Q4 		$955K Sell
10,353
-704
-6% -$68.1K 0.01% 514
2024
Q3 		$1.13M Buy
11,057
+1,231
+13% +$120K 0.01% 467
2024
Q2 		$862K Buy
9,826
+969
+11% +$84.8K 0.01% 421
2024
Q1 		$763K Buy
8,857
+1,833
+26% +$149K 0.01% 429
2023
Q4 		$570K Buy
7,024
+57
+0.8% +$4.42K 0.01% 470
2023
Q3 		$524K Buy
6,967
+5,943
+580% +$484K 0.01% 456
2023
Q2 		$592K Buy
+1,024
New +$90.4K 0.01% 431
2022
Q3 		– Sell
-5,194
Closed -$498K – 349
2022
Q2 		$498K Buy
+5,194
New +$515K 0.01% 370

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

EP Wealth Advisors's AEP Position: Q1 2026 in Review

EP Wealth Advisors increased its American Electric Power (AEP) stake by 0.07% in Q1 2026, buying an estimated $1.38K and bringing the position to 16,750 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #461.

EP Wealth Advisors first reported a position in AEP in Q2 2022 and has held it in 12 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • EP Wealth Advisors held 16,750 shares of American Electric Power worth $2.2M as of Q1 2026.
  • EP Wealth Advisors bought 11 American Electric Power shares in Q1 2026, an estimated $1.38K.
  • American Electric Power made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #461 holding.
  • EP Wealth Advisors first reported a position in American Electric Power in Q2 2022 and has held it in 12 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.