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Exencial Wealth Advisors’s American Electric Power AEP Stock Holding History

Exencial Wealth Advisors’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 		$4.46M Sell
34,027
-322
-0.9% -$40.3K 0.14% 151
2025
Q4 		$3.96M Buy
34,349
+298
+0.9% +$35.2K 0.13% 161
2025
Q3 		$3.83M Buy
34,051
+824
+2% +$90.2K 0.12% 157
2025
Q2 		$3.45M Sell
33,227
-1,778
-5% -$185K 0.12% 163
2025
Q1 		$3.82M Buy
35,005
+515
+1% +$52.2K 0.14% 154
2024
Q4 		$3.18M Sell
34,490
-541
-2% -$52.4K 0.12% 171
2024
Q3 		$3.59M Sell
35,031
-1,091
-3% -$106K 0.13% 163
2024
Q2 		$3.17M Sell
36,122
-2,559
-7% -$224K 0.12% 168
2024
Q1 		$3.33M Sell
38,681
-263
-0.7% -$21.4K 0.12% 166
2023
Q4 		$3.16M Sell
38,944
-1,513
-4% -$117K 0.13% 159
2023
Q3 		$3.04M Buy
40,457
+6,007
+17% +$489K 0.15% 145
2023
Q2 		$2.9M Buy
34,450
+2,657
+8% +$235K 0.13% 154
2023
Q1 		$2.89M Buy
31,793
+16,635
+110% +$1.52M 0.15% 146
2022
Q4 		$1.44M Buy
15,158
+1,780
+13% +$162K 0.08% 196
2022
Q3 		$1.16M Buy
13,378
+403
+3% +$39.8K 0.07% 198
2022
Q2 		$1.25M Sell
12,975
-412
-3% -$40.8K 0.07% 201
2022
Q1 		$1.34M Buy
13,387
+774
+6% +$70.7K 0.07% 211
2021
Q4 		$1.12M Buy
12,613
+631
+5% +$53.2K 0.05% 223
2021
Q3 		$973K Buy
11,982
+2,702
+29% +$236K 0.04% 192
2021
Q2 		$785K Sell
9,280
-1,261
-12% -$109K 0.04% 259
2021
Q1 		$893K Buy
10,541
+1,045
+11% +$84.2K 0.05% 225
2020
Q4 		$791K Sell
9,496
-10,493
-52% -$911K 0.05% 208
2020
Q3 		$1.63M Buy
19,989
+10,659
+114% +$878K 0.09% 178
2020
Q2 		$743K Buy
+9,330
New +$762K 0.06% 194

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

Exencial Wealth Advisors's AEP Position: Q1 2026 in Review

Exencial Wealth Advisors reduced its American Electric Power (AEP) stake by 0.94% in Q1 2026, selling an estimated $40.3K and leaving 34,027 shares worth $4.46M. The position accounts for 0.14% of the portfolio, ranked #151.

Exencial Wealth Advisors first reported a position in AEP in Q2 2020 and has held it in 24 quarters since. 1,924 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Exencial Wealth Advisors held 34,027 shares of American Electric Power worth $4.46M as of Q1 2026.
  • Exencial Wealth Advisors sold 322 American Electric Power shares in Q1 2026, an estimated $40.3K.
  • American Electric Power made up 0.14% of Exencial Wealth Advisors's portfolio in Q1 2026, its #151 holding.
  • Exencial Wealth Advisors first reported a position in American Electric Power in Q2 2020 and has held it in 24 quarters since.
  • 1,924 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.