Fiduciary Group’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $345K | Sell |
2,634
-115
| -4% | -$14.4K | 0.03% | 246 |
|
|
2025
Q4 | $317K | Buy |
2,749
+500
| +22% | +$59.1K | 0.03% | 249 |
|
|
2025
Q3 | $253K | Hold |
2,249
| – | – | 0.02% | 265 |
|
|
2025
Q2 | $233K | Sell |
2,249
-140
| -6% | -$14.6K | 0.02% | 268 |
|
|
2025
Q1 | $261K | Hold |
2,389
| – | – | 0.03% | 244 |
|
|
2024
Q4 | $220K | Sell |
2,389
-10
| -0.4% | -$968 | 0.02% | 257 |
|
|
2024
Q3 | $246K | Buy |
2,399
+10
| +0.4% | +$976 | 0.02% | 251 |
|
|
2024
Q2 | $210K | Hold |
2,389
| – | – | 0.02% | 267 |
|
|
2024
Q1 | $206K | Buy |
+2,389
| New | +$194K | 0.02% | 263 |
|
|
2023
Q4 | – | Sell |
-3,858
| Closed | -$290K | – | 259 |
|
|
2023
Q3 | $290K | Hold |
3,858
| – | – | 0.04% | 203 |
|
|
2023
Q2 | $325K | Sell |
3,858
-101
| -3% | -$8.92K | 0.04% | 194 |
|
|
2023
Q1 | $360K | Buy |
3,959
+101
| +3% | +$9.24K | 0.05% | 185 |
|
|
2022
Q4 | $366K | Hold |
3,858
| – | – | 0.05% | 176 |
|
|
2022
Q3 | $354K | Hold |
3,858
| – | – | 0.05% | 180 |
|
|
2022
Q2 | $390K | Hold |
3,858
| – | – | 0.05% | 176 |
|
|
2022
Q1 | $385K | Hold |
3,858
| – | – | 0.05% | 167 |
|
|
2021
Q4 | $343K | Sell |
3,858
-142
| -4% | -$12K | 0.04% | 187 |
|
|
2021
Q3 | $338K | Hold |
4,000
| – | – | 0.04% | 184 |
|
|
2021
Q2 | $355K | Hold |
4,000
| – | – | 0.04% | 183 |
|
|
2021
Q1 | $355K | Hold |
4,000
| – | – | 0.04% | 174 |
|
|
2020
Q4 | $316K | Sell |
4,000
-7
| -0.2% | -$607 | 0.04% | 175 |
|
|
2020
Q3 | $327K | Buy |
4,007
+7
| +0.2% | +$577 | 0.05% | 162 |
|
|
2020
Q2 | $319K | Hold |
4,000
| – | – | 0.05% | 155 |
|
|
2020
Q1 | $320K | Hold |
4,000
| – | – | 0.06% | 141 |
|
|
2019
Q4 | $378K | Sell |
4,000
-582
| -13% | -$53.8K | 0.06% | 148 |
|
|
2019
Q3 | $429K | Hold |
4,582
| – | – | 0.08% | 141 |
|
|
2019
Q2 | $403K | Hold |
4,582
| – | – | 0.07% | 142 |
|
|
2019
Q1 | $384K | Buy |
4,582
+1,082
| +31% | +$86.1K | 0.07% | 140 |
|
|
2018
Q4 | $262K | Hold |
3,500
| – | – | 0.05% | 152 |
|
|
2018
Q3 | $248K | Sell |
3,500
-12
| -0.3% | -$854 | 0.05% | 161 |
|
|
2018
Q2 | $243K | Buy |
3,512
+12
| +0.3% | +$808 | 0.05% | 156 |
|
|
2018
Q1 | $240K | Hold |
3,500
| – | – | 0.05% | 158 |
|
|
2017
Q4 | $257K | Hold |
3,500
| – | – | 0.05% | 153 |
|
|
2017
Q3 | $246K | Hold |
3,500
| – | – | 0.06% | 157 |
|
|
2017
Q2 | $243K | Hold |
3,500
| – | – | 0.06% | 155 |
|
|
2017
Q1 | $235K | Hold |
3,500
| – | – | 0.06% | 160 |
|
|
2016
Q4 | $220K | Sell |
3,500
-29
| -0.8% | -$1.79K | 0.06% | 164 |
|
|
2016
Q3 | $227K | Hold |
3,529
| – | – | 0.06% | 157 |
|
|
2016
Q2 | $247K | Hold |
3,529
| – | – | 0.07% | 154 |
|
|
2016
Q1 | $234K | Buy |
3,529
+29
| +0.8% | +$1.79K | 0.07% | 158 |
|
|
2015
Q4 | $204K | Buy |
+3,500
| New | +$198K | 0.06% | 166 |
|
Other funds holding AEP
VCM
VPM
Fiduciary Group's AEP Position: Q1 2026 in Review
Fiduciary Group reduced its American Electric Power (AEP) stake by 4.2% in Q1 2026, selling an estimated $14.4K and leaving 2,634 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #246.
Fiduciary Group first reported a position in AEP in Q4 2015 and has held it in 41 quarters since. The position peaked at $429K in Q3 2019. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- Fiduciary Group held 2,634 shares of American Electric Power worth $345K as of Q1 2026.
- Fiduciary Group sold 115 American Electric Power shares in Q1 2026, an estimated $14.4K.
- American Electric Power made up 0.03% of Fiduciary Group's portfolio in Q1 2026, its #246 holding.
- Fiduciary Group first reported a position in American Electric Power in Q4 2015 and has held it in 41 quarters since.
- Fiduciary Group's American Electric Power position peaked at $429K in Q3 2019.
- 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on Fiduciary Group's 13F filing for Q1 2026, filed 11 May 2026.