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GeoWealth Management’s American Electric Power AEP Stock Holding History

GeoWealth Management’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 		$750K Buy
5,722
+3,131
+121% +$392K 0.03% 371
2025
Q4 		$299K Sell
2,591
-941
-27% -$111K 0.01% 568
2025
Q3 		$397K Buy
3,532
+507
+17% +$55.5K 0.01% 499
2025
Q2 		$314K Sell
3,025
-6,051
-67% -$630K 0.01% 533
2025
Q1 		$992K Buy
9,076
+5,660
+166% +$573K 0.04% 265
2024
Q4 		$315K Sell
3,416
-168
-5% -$16.3K 0.01% 609
2024
Q3 		$368K Sell
3,584
-45
-1% -$4.39K 0.01% 544
2024
Q2 		$318K Buy
3,629
+836
+30% +$73.1K 0.01% 562
2024
Q1 		$240K Sell
2,793
-120
-4% -$9.76K 0.01% 627
2023
Q4 		$237K Buy
+2,913
New +$226K 0.02% 465

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

GeoWealth Management's AEP Position: Q1 2026 in Review

GeoWealth Management increased its American Electric Power (AEP) stake by 121% in Q1 2026, buying an estimated $392K and bringing the position to 5,722 shares worth $750K. The position accounts for 0.03% of the portfolio, ranked #371.

GeoWealth Management first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $992K in Q1 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • GeoWealth Management held 5,722 shares of American Electric Power worth $750K as of Q1 2026.
  • GeoWealth Management bought 3,131 American Electric Power shares in Q1 2026, an estimated $392K.
  • American Electric Power made up 0.03% of GeoWealth Management's portfolio in Q1 2026, its #371 holding.
  • GeoWealth Management first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
  • GeoWealth Management's American Electric Power position peaked at $992K in Q1 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.