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Essex Financial Services’s American Electric Power AEP Stock Holding History

Essex Financial Services’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 		$1.08M Buy
8,215
+75
+0.9% +$9.38K 0.06% 270
2025
Q4 		$939K Buy
8,140
+729
+10% +$86.1K 0.05% 297
2025
Q3 		$834K Sell
7,411
-451
-6% -$49.3K 0.05% 312
2025
Q2 		$816K Buy
7,862
+1,125
+17% +$117K 0.05% 303
2025
Q1 		$736K Buy
6,737
+432
+7% +$43.8K 0.05% 303
2024
Q4 		$582K Buy
6,305
+192
+3% +$18.6K 0.04% 343
2024
Q3 		$611K Sell
6,113
-895
-13% -$87.3K 0.04% 338
2024
Q2 		$687K Buy
7,008
+3,052
+77% +$267K 0.05% 306
2024
Q1 		$341K Buy
3,956
+956
+32% +$77.7K 0.03% 394
2023
Q4 		$244K Buy
3,000
+42
+1% +$3.26K 0.03% 443
2023
Q3 		$222K Sell
2,958
-141
-5% -$11.5K 0.03% 425
2023
Q2 		$261K Buy
3,099
+254
+9% +$22.4K 0.03% 393
2023
Q1 		$259K Sell
2,845
-26
-0.9% -$2.38K 0.03% 408
2022
Q4 		$272K Buy
2,871
+16
+0.6% +$1.46K 0.03% 378
2022
Q3 		$247K Sell
2,855
-8
-0.3% -$791 0.03% 382
2022
Q2 		$275K Sell
2,863
-16
-0.6% -$1.59K 0.03% 376
2022
Q1 		$287K Buy
2,879
+16
+0.6% +$1.46K 0.03% 385
2021
Q4 		$255K Sell
2,863
-108
-4% -$9.11K 0.03% 405
2021
Q3 		$241K Sell
2,971
-224
-7% -$19.6K 0.03% 400
2021
Q2 		$271K Hold
3,195
– – 0.04% 343
2021
Q1 		$271K Buy
3,195
+181
+6% +$14.6K 0.05% 279
2020
Q4 		$251K Buy
3,014
+8
+0.3% +$694 0.05% 270
2020
Q3 		$246K Buy
+3,006
New +$248K 0.06% 239
2020
Q1 		– Sell
-2,169
Closed -$205K – 247
2019
Q4 		$205K Hold
2,169
– – 0.06% 250
2019
Q3 		$203K Sell
2,169
-163
-7% -$14.8K 0.07% 236
2019
Q2 		$205K Buy
+2,332
New +$201K 0.06% 224
2018
Q4 		– Sell
-3,132
Closed -$222K – 252
2018
Q3 		$222K Hold
3,132
– – 0.05% 261
2018
Q2 		$217K Sell
3,132
-160
-5% -$10.8K 0.05% 249
2018
Q1 		$226K Buy
3,292
+429
+15% +$28.9K 0.04% 310
2017
Q4 		$211K Sell
2,863
-620
-18% -$46.3K 0.05% 257
2017
Q3 		$245K Sell
3,483
-1,370
-28% -$97.6K 0.06% 234
2017
Q2 		$337K Buy
4,853
+91
+2% +$6.32K 0.07% 245
2017
Q1 		$320K Sell
4,762
-47
-1% -$3.04K 0.07% 243
2016
Q4 		$303K Buy
4,809
+195
+4% +$12K 0.07% 252
2016
Q3 		$297K Buy
4,614
+174
+4% +$11.7K 0.07% 243
2016
Q2 		$311K Hold
4,440
– – 0.08% 235
2016
Q1 		$295K Sell
4,440
-195
-4% -$12.1K 0.07% 237
2015
Q4 		$270K Buy
4,635
+555
+14% +$31.5K 0.06% 247
2015
Q3 		$232K Sell
4,080
-200
-5% -$11.1K 0.06% 275
2015
Q2 		$227K Sell
4,280
-146
-3% -$8.08K 0.06% 287
2015
Q1 		$249K Buy
4,426
+500
+13% +$29.7K 0.06% 266
2014
Q4 		$238K Buy
3,926
+82
+2% +$4.69K 0.06% 273
2014
Q3 		$201K Buy
+3,844
New +$203K 0.06% 281
2013
Q4 		– Sell
-6,972
Closed -$302 – 282
2013
Q3 		$302 Buy
+6,972
New +$310K 0.09% 192

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

Essex Financial Services's AEP Position: Q1 2026 in Review

Essex Financial Services increased its American Electric Power (AEP) stake by 0.92% in Q1 2026, buying an estimated $9.38K and bringing the position to 8,215 shares worth $1.08M. The position accounts for 0.06% of the portfolio, ranked #270.

Essex Financial Services first reported a position in AEP in Q3 2013 and has held it in 44 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Essex Financial Services held 8,215 shares of American Electric Power worth $1.08M as of Q1 2026.
  • Essex Financial Services bought 75 American Electric Power shares in Q1 2026, an estimated $9.38K.
  • American Electric Power made up 0.06% of Essex Financial Services's portfolio in Q1 2026, its #270 holding.
  • Essex Financial Services first reported a position in American Electric Power in Q3 2013 and has held it in 44 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.