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Ethos Financial Group’s American Electric Power AEP Stock Holding History

Ethos Financial Group’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 		$1.65M Hold
14,283
– – 0.12% 157
2025
Q4 		$1.65M Sell
14,283
-257
-2% -$30.4K 0.12% 158
2025
Q3 		$1.64M Buy
14,540
+19
+0.1% +$2.08K 0.13% 139
2025
Q2 		$1.51M Hold
14,521
– – 0.13% 142
2025
Q1 		$1.59M Buy
+14,521
New +$1.47M 0.15% 131

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

Ethos Financial Group's AEP Position: Q1 2026 in Review

Ethos Financial Group held its American Electric Power (AEP) position steady in Q1 2026 at 14,283 shares worth $1.65M. The position accounts for 0.12% of the portfolio, ranked #157.

Ethos Financial Group first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Ethos Financial Group held 14,283 shares of American Electric Power worth $1.65M as of Q1 2026.
  • Ethos Financial Group left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.12% of Ethos Financial Group's portfolio in Q1 2026, its #157 holding.
  • Ethos Financial Group first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.