GJIA
AEP icon

Glass Jacobson Investment Advisors’s American Electric Power AEP Stock Holding History

Glass Jacobson Investment 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 		$269K Hold
2,049
– – 0.09% 165
2025
Q4 		$236K Hold
2,049
– – 0.09% 170
2025
Q3 		$231K Hold
2,049
– – 0.08% 174
2025
Q2 		$213K Sell
2,049
-297
-13% -$30.9K 0.08% 178
2025
Q1 		$216K Hold
2,346
– – 0.07% 228
2024
Q4 		$216K Buy
2,346
+24
+1% +$2.32K 0.07% 228
2024
Q3 		$238K Hold
2,322
– – 0.08% 212
2024
Q2 		$204K Hold
2,322
– – 0.07% 211
2024
Q1 		$200K Hold
2,322
– – 0.08% 207
2023
Q4 		$189K Sell
2,322
-3
-0.1% -$233 0.08% 212
2023
Q3 		$175K Sell
2,325
-1
-0% -$81 0.08% 215
2023
Q2 		$196K Buy
+2,326
New +$205K 0.09% 198
2022
Q4 		$221K Buy
+2,326
New +$212K 0.11% 192

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

Glass Jacobson Investment Advisors's AEP Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its American Electric Power (AEP) position steady in Q1 2026 at 2,049 shares worth $269K. The position accounts for 0.09% of the portfolio, ranked #165.

Glass Jacobson Investment Advisors first reported a position in AEP in Q4 2022 and has held it in 13 quarters since. 1,924 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Glass Jacobson Investment Advisors held 2,049 shares of American Electric Power worth $269K as of Q1 2026.
  • Glass Jacobson Investment Advisors left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.09% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #165 holding.
  • Glass Jacobson Investment Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 13 quarters since.
  • 1,924 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.