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Forvis Mazars Wealth Advisors’s American Electric Power AEP Stock Holding History

Forvis Mazars 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 		$359K Buy
2,742
+240
+10% +$30K 0.01% 329
2025
Q4 		$288K Buy
2,502
+106
+4% +$12.5K 0.01% 359
2025
Q3 		$270K Sell
2,396
-18
-0.7% -$1.97K 0.01% 362
2025
Q2 		$250K Sell
2,414
-15
-0.6% -$1.56K 0.01% 369
2025
Q1 		$265K Buy
2,429
+111
+5% +$11.2K 0.01% 353
2024
Q4 		$214K Buy
2,318
+41
+2% +$3.97K ﹤0.01% 411
2024
Q3 		$234K Buy
+2,277
New +$222K 0.01% 410
2018
Q2 		– Sell
-5,910
Closed -$405K – 233
2018
Q1 		$405K Sell
5,910
-1,013
-15% -$68.2K 0.04% 170
2017
Q4 		$509K Sell
6,923
-221
-3% -$16.5K 0.05% 151
2017
Q3 		$502K Sell
7,144
-22
-0.3% -$1.57K 0.06% 139
2017
Q2 		$498K Buy
7,166
+75
+1% +$5.21K 0.06% 138
2017
Q1 		$476K Buy
7,091
+663
+10% +$42.9K 0.06% 127
2016
Q4 		$405K Buy
6,428
+259
+4% +$16K 0.05% 137
2016
Q3 		$396K Buy
6,169
+117
+2% +$7.87K 0.06% 127
2016
Q2 		$424K Buy
6,052
+4
+0.1% +$262 0.06% 115
2016
Q1 		$402K Sell
6,048
-120
-2% -$7.42K 0.06% 118
2015
Q4 		$359K Hold
6,168
– – 0.05% 133
2015
Q3 		$351K Buy
6,168
+62
+1% +$3.44K 0.06% 123
2015
Q2 		$323K Sell
6,106
-138
-2% -$7.64K 0.05% 136
2015
Q1 		$351K Buy
6,244
+351
+6% +$20.8K 0.05% 134
2014
Q4 		$358K Buy
5,893
+20
+0.3% +$1.14K 0.06% 115
2014
Q3 		$307K Sell
5,873
-285
-5% -$15.1K 0.05% 108
2014
Q2 		$343K Sell
6,158
-756
-11% -$39.9K 0.06% 107
2014
Q1 		$350K Hold
6,914
– – 0.06% 119
2013
Q4 		$323K Buy
6,914
+1
+0% +$46 0.06% 122
2013
Q3 		$300K Sell
6,913
-5
-0.1% -$222 0.06% 121
2013
Q2 		$310K Buy
+6,918
New +$332K 0.25% 77

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

Forvis Mazars Wealth Advisors's AEP Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors increased its American Electric Power (AEP) stake by 9.6% in Q1 2026, buying an estimated $30K and bringing the position to 2,742 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #329.

Forvis Mazars Wealth Advisors first reported a position in AEP in Q2 2013 and has held it in 27 quarters since. The position peaked at $509K in Q4 2017. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 2,742 shares of American Electric Power worth $359K as of Q1 2026.
  • Forvis Mazars Wealth Advisors bought 240 American Electric Power shares in Q1 2026, an estimated $30K.
  • American Electric Power made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #329 holding.
  • Forvis Mazars Wealth Advisors first reported a position in American Electric Power in Q2 2013 and has held it in 27 quarters since.
  • Forvis Mazars Wealth Advisors's American Electric Power position peaked at $509K in Q4 2017.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.