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Garton & Associates Financial Advisors’s American Electric Power AEP Stock Holding History

Garton & Associates Financial 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 		– Sell
-69
Closed -$7.94K – 133
2025
Q4 		$7.94K Buy
+69
New +$8.15K ﹤0.01% 894

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Garton & Associates Financial Advisors's AEP Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 69 shares — an estimated $7.94K sold.

Garton & Associates Financial Advisors first reported a position in AEP in Q4 2025 and held it in 1 quarter. The position peaked at $7.94K in Q4 2025. 1,932 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 69 American Electric Power shares in Q1 2026, an estimated $7.94K.
  • Garton & Associates Financial Advisors first reported a position in American Electric Power in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's American Electric Power position peaked at $7.94K in Q4 2025.
  • 1,932 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.