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

Evolution 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 		$26.3K Hold
201
– – 0.02% 380
2025
Q4 		$23.2K Buy
201
+85
+73% +$10K 0.02% 337
2025
Q3 		$13.1K Buy
116
+12
+12% +$1.31K 0.01% 338
2025
Q2 		$10.8K Buy
+104
New +$10.8K 0.01% 348

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

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

Evolution Wealth Management held its American Electric Power (AEP) position steady in Q1 2026 at 201 shares worth $26.3K. The position accounts for 0.02% of the portfolio, ranked #380.

Evolution Wealth Management first reported a position in AEP in Q2 2025 and has held it in 4 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Evolution Wealth Management held 201 shares of American Electric Power worth $26.3K as of Q1 2026.
  • Evolution Wealth Management left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.02% of Evolution Wealth Management's portfolio in Q1 2026, its #380 holding.
  • Evolution Wealth Management first reported a position in American Electric Power in Q2 2025 and has held it in 4 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.