Evanson Asset Management’s American Electric Power AEP Stock Holding History

Evanson Asset Management’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	$263K	Buy	2,004 +9	+0.5%	+$1.13K	0.01%	280
2025 Q4	$230K	Hold	1,995	–	–	0.01%	306
2025 Q3	$224K	Hold	1,995	–	–	0.01%	306
2025 Q2	$207K	Hold	1,995	–	–	0.01%	313
2025 Q1	$218K	Buy	+1,995	New	+$202K	0.02%	288

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Evanson Asset Management's AEP Position: Q1 2026 in Review

Evanson Asset Management increased its American Electric Power (AEP) stake by 0.45% in Q1 2026, buying an estimated $1.13K and bringing the position to 2,004 shares worth $263K. The position accounts for 0.01% of the portfolio, ranked #280.

Evanson Asset Management 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.

Evanson Asset Management held 2,004 shares of American Electric Power worth $263K as of Q1 2026.
Evanson Asset Management bought 9 American Electric Power shares in Q1 2026, an estimated $1.13K.
American Electric Power made up 0.01% of Evanson Asset Management's portfolio in Q1 2026, its #280 holding.
Evanson Asset Management 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 Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.