Fee-Only Financial Planning’s American Electric Power AEP Stock Holding History

Fee-Only Financial Planning’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	$625K	Hold	4,769	–	–	0.38%	23
2025 Q4	$550K	Hold	4,769	–	–	0.32%	25
2025 Q3	$537K	Hold	4,769	–	–	0.31%	26
2025 Q2	$495K	Hold	4,769	–	–	0.31%	27
2025 Q1	$521K	Hold	4,769	–	–	0.36%	24
2024 Q4	$440K	Hold	4,769	–	–	0.28%	27
2024 Q3	$489K	Hold	4,769	–	–	0.31%	27
2024 Q2	$418K	Hold	4,769	–	–	0.28%	27
2024 Q1	$411K	Hold	4,769	–	–	0.28%	28
2023 Q4	$387K	Hold	4,769	–	–	0.28%	28
2023 Q3	$359K	Hold	4,769	–	–	0.29%	29
2023 Q2	$402K	Hold	4,769	–	–	0.31%	29
2023 Q1	$434K	Hold	4,769	–	–	0.35%	26
2022 Q4	$453K	Buy	+4,769	New	+$434K	0.38%	25

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

Fee-Only Financial Planning's AEP Position: Q1 2026 in Review

Fee-Only Financial Planning held its American Electric Power (AEP) position steady in Q1 2026 at 4,769 shares worth $625K. The position accounts for 0.38% of the portfolio, ranked #23.

Fee-Only Financial Planning first reported a position in AEP in Q4 2022 and has held it in 14 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Fee-Only Financial Planning held 4,769 shares of American Electric Power worth $625K as of Q1 2026.
Fee-Only Financial Planning left its American Electric Power share count unchanged in Q1 2026.
American Electric Power made up 0.38% of Fee-Only Financial Planning's portfolio in Q1 2026, its #23 holding.
Fee-Only Financial Planning first reported a position in American Electric Power in Q4 2022 and has held it in 14 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Fee-Only Financial Planning's 13F filing for Q1 2026, filed 29 Apr 2026.