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Family Management’s American Electric Power AEP Stock Holding History

Family 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 		$284K Sell
2,165
-173
-7% -$21.6K 0.03% 215
2025
Q4 		$270K Buy
2,338
+173
+8% +$20.4K 0.03% 200
2025
Q3 		$244K Hold
2,165
– – 0.03% 185
2025
Q2 		$225K Sell
2,165
-192
-8% -$20K 0.03% 168
2025
Q1 		$258K Buy
+2,357
New +$239K 0.04% 149
2024
Q4 		– Sell
-2,179
Closed -$224K – 199
2024
Q3 		$224K Sell
2,179
-342
-14% -$33.4K 0.04% 150
2024
Q2 		$221K Hold
2,521
– – 0.04% 136
2024
Q1 		$217K Sell
2,521
-111
-4% -$9.02K 0.04% 142
2023
Q4 		$214K Sell
2,632
-429
-14% -$33.3K 0.04% 126
2023
Q3 		$230K Hold
3,061
– – 0.05% 116
2023
Q2 		$258K Hold
3,061
– – 0.06% 118
2023
Q1 		$279K Hold
3,061
– – 0.06% 98
2022
Q4 		$291K Buy
3,061
+181
+6% +$16.5K 0.07% 111
2022
Q3 		$249K Hold
2,880
– – 0.06% 117
2022
Q2 		$276K Hold
2,880
– – 0.07% 120
2022
Q1 		$287K Hold
2,880
– – 0.08% 133
2021
Q4 		$256K Sell
2,880
-362
-11% -$30.5K 0.07% 148
2021
Q3 		$263K Sell
3,242
-16
-0.5% -$1.4K 0.07% 139
2021
Q2 		$276K Buy
+3,258
New +$281K 0.07% 144

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

Family Management's AEP Position: Q1 2026 in Review

Family Management reduced its American Electric Power (AEP) stake by 7.4% in Q1 2026, selling an estimated $21.6K and leaving 2,165 shares worth $284K. The position accounts for 0.03% of the portfolio, ranked #215.

Family Management first reported a position in AEP in Q2 2021 and has held it in 19 quarters since. The position peaked at $291K in Q4 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Family Management held 2,165 shares of American Electric Power worth $284K as of Q1 2026.
  • Family Management sold 173 American Electric Power shares in Q1 2026, an estimated $21.6K.
  • American Electric Power made up 0.03% of Family Management's portfolio in Q1 2026, its #215 holding.
  • Family Management first reported a position in American Electric Power in Q2 2021 and has held it in 19 quarters since.
  • Family Management's American Electric Power position peaked at $291K in Q4 2022.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

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