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Gladstone Institutional Advisory’s American Electric Power AEP Stock Holding History

Gladstone Institutional Advisory’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 		$618K Buy
4,714
+47
+1% +$5.88K 0.02% 489
2025
Q4 		$538K Sell
4,667
-595
-11% -$70.3K 0.02% 483
2025
Q3 		$592K Buy
5,262
+32
+0.6% +$3.5K 0.02% 470
2025
Q2 		$543K Sell
5,230
-350
-6% -$36.4K 0.02% 475
2025
Q1 		$610K Buy
5,580
+123
+2% +$12.5K 0.03% 421
2024
Q4 		$503K Buy
5,457
+100
+2% +$9.68K 0.02% 471
2024
Q3 		$550K Sell
5,357
-4,251
-44% -$415K 0.03% 429
2024
Q2 		$843K Buy
9,608
+1,244
+15% +$109K 0.04% 323
2024
Q1 		$720K Sell
8,364
-558
-6% -$45.4K 0.04% 341
2023
Q4 		$725K Buy
8,922
+3,390
+61% +$263K 0.04% 344
2023
Q3 		$416K Buy
5,532
+799
+17% +$65K 0.03% 418
2023
Q2 		$398K Sell
4,733
-476
-9% -$42K 0.02% 447
2023
Q1 		$474K Sell
5,209
-943
-15% -$86.3K 0.03% 418
2022
Q4 		$584K Buy
6,152
+1,759
+40% +$160K 0.04% 364
2022
Q3 		$380K Sell
4,393
-445
-9% -$44K 0.03% 443
2022
Q2 		$464K Buy
4,838
+210
+5% +$20.8K 0.04% 426
2022
Q1 		$462K Sell
4,628
-261
-5% -$23.8K 0.03% 443
2021
Q4 		$435K Sell
4,889
-697
-12% -$58.8K 0.03% 406
2021
Q3 		$453K Buy
5,586
+2,145
+62% +$187K 0.04% 354
2021
Q2 		$291K Buy
+3,441
New +$296K 0.03% 406

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

Gladstone Institutional Advisory's AEP Position: Q1 2026 in Review

Gladstone Institutional Advisory increased its American Electric Power (AEP) stake by 1% in Q1 2026, buying an estimated $5.88K and bringing the position to 4,714 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #489.

Gladstone Institutional Advisory first reported a position in AEP in Q2 2021 and has held it in 20 quarters since. The position peaked at $843K in Q2 2024. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Gladstone Institutional Advisory held 4,714 shares of American Electric Power worth $618K as of Q1 2026.
  • Gladstone Institutional Advisory bought 47 American Electric Power shares in Q1 2026, an estimated $5.88K.
  • American Electric Power made up 0.02% of Gladstone Institutional Advisory's portfolio in Q1 2026, its #489 holding.
  • Gladstone Institutional Advisory first reported a position in American Electric Power in Q2 2021 and has held it in 20 quarters since.
  • Gladstone Institutional Advisory's American Electric Power position peaked at $843K in Q2 2024.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.