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

Flagship 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 		$24.9K Sell
240
-162
-40% -$20.3K 0.01% 242
2025
Q4 		$46.4K Hold
402
– – 0.01% 222
2025
Q3 		$45.2K Buy
402
+162
+68% +$17.7K 0.01% 227
2025
Q2 		$24.9K Hold
240
– – 0.01% 256
2025
Q1 		$26.2K Hold
240
– – 0.01% 244
2024
Q4 		$22.1K Buy
+240
New +$23.2K 0.01% 244

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

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

Flagship Wealth Advisors reduced its American Electric Power (AEP) stake by 40% in Q1 2026, selling an estimated $20.3K and leaving 240 shares worth $24.9K. The position accounts for 0.01% of the portfolio, ranked #242.

Flagship Wealth Advisors first reported a position in AEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $46.4K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Flagship Wealth Advisors held 240 shares of American Electric Power worth $24.9K as of Q1 2026.
  • Flagship Wealth Advisors sold 162 American Electric Power shares in Q1 2026, an estimated $20.3K.
  • American Electric Power made up 0.01% of Flagship Wealth Advisors's portfolio in Q1 2026, its #242 holding.
  • Flagship Wealth Advisors first reported a position in American Electric Power in Q4 2024 and has held it in 6 quarters since.
  • Flagship Wealth Advisors's American Electric Power position peaked at $46.4K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.