EPAM
AEP icon

Evelyn Partners Asset Management’s American Electric Power AEP Stock Holding History

Evelyn Partners 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 		$164K Hold
1,250
– – 0.04% 115
2025
Q4 		$144K Hold
1,250
– – 0.03% 117
2025
Q3 		$141K Hold
1,250
– – 0.03% 111
2025
Q2 		$130K Hold
1,250
– – 0.03% 107
2025
Q1 		$137K Hold
1,250
– – 0.04% 107
2024
Q4 		$115K Buy
+1,250
New +$121K 0.03% 111

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

Evelyn Partners Asset Management's AEP Position: Q1 2026 in Review

Evelyn Partners Asset Management held its American Electric Power (AEP) position steady in Q1 2026 at 1,250 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #115.

Evelyn Partners Asset Management first reported a position in AEP in Q4 2024 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Evelyn Partners Asset Management held 1,250 shares of American Electric Power worth $164K as of Q1 2026.
  • Evelyn Partners Asset Management left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.04% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #115 holding.
  • Evelyn Partners Asset Management first reported a position in American Electric Power in Q4 2024 and has held it in 6 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.