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Financial Consulate’s American Electric Power AEP Stock Holding History

Financial Consulate’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 		$224K Buy
1,708
+9
+0.5% +$1.13K 0.03% 138
2025
Q4 		$196K Buy
1,699
+10
+0.6% +$1.18K 0.03% 164
2025
Q3 		$190K Buy
+1,689
New +$185K 0.03% 163

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

Financial Consulate's AEP Position: Q1 2026 in Review

Financial Consulate increased its American Electric Power (AEP) stake by 0.53% in Q1 2026, buying an estimated $1.13K and bringing the position to 1,708 shares worth $224K. The position accounts for 0.03% of the portfolio, ranked #138.

Financial Consulate first reported a position in AEP in Q3 2025 and has held it in 3 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Financial Consulate held 1,708 shares of American Electric Power worth $224K as of Q1 2026.
  • Financial Consulate bought 9 American Electric Power shares in Q1 2026, an estimated $1.13K.
  • American Electric Power made up 0.03% of Financial Consulate's portfolio in Q1 2026, its #138 holding.
  • Financial Consulate first reported a position in American Electric Power in Q3 2025 and has held it in 3 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.