Evermay Wealth Management’s American Electric Power AEP Stock Holding History

Evermay Wealth 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	$53.8K	Hold	410	–	–	0.01%	317
2025 Q4	$47.3K	Hold	410	–	–	0.01%	329
2025 Q3	$46.2K	Hold	410	–	–	0.01%	329
2025 Q2	$42.6K	Hold	410	–	–	0.01%	332
2025 Q1	$44.8K	Buy	410 +240	+141%	+$24.3K	0.01%	333
2024 Q4	$15.7K	Sell	170 -414	-71%	-$40.1K	﹤0.01%	396
2024 Q3	$59.9K	Sell	584 -351	-38%	-$34.3K	0.01%	319
2024 Q2	$82K	Hold	935	–	–	0.01%	289
2024 Q1	$80.5K	Buy	935 +916	+4,821%	+$74.5K	0.01%	305
2023 Q4	$1.54K	Buy	+19	New	+$1.48K	﹤0.01%	534
2022 Q2	–	Sell	-5	Closed	–	–	509
2022 Q1	$0	Buy	+5	New	+$457	﹤0.01%	519
2021 Q4	–	Sell	-1,175	Closed	-$95K	–	506
2021 Q3	$95K	Hold	1,175	–	–	0.02%	218
2021 Q2	$99K	Buy	+1,175	New	+$101K	0.02%	223

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

Evermay Wealth Management's AEP Position: Q1 2026 in Review

Evermay Wealth Management held its American Electric Power (AEP) position steady in Q1 2026 at 410 shares worth $53.8K. The position accounts for 0.01% of the portfolio, ranked #317.

Evermay Wealth Management first reported a position in AEP in Q2 2021 and has held it in 13 quarters since. The position peaked at $99K in Q2 2021. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Evermay Wealth Management held 410 shares of American Electric Power worth $53.8K as of Q1 2026.
Evermay Wealth Management left its American Electric Power share count unchanged in Q1 2026.
American Electric Power made up 0.01% of Evermay Wealth Management's portfolio in Q1 2026, its #317 holding.
Evermay Wealth Management first reported a position in American Electric Power in Q2 2021 and has held it in 13 quarters since.
Evermay Wealth Management's American Electric Power position peaked at $99K in Q2 2021.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.