Glassy Mountain Advisors’s American Electric Power AEP Stock Holding History

Glassy Mountain 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	$434K	Hold	3,312	–	–	0.13%	51
2025 Q4	$382K	Sell	3,312 -258	-7%	-$30.5K	0.12%	54
2025 Q3	$402K	Hold	3,570	–	–	0.12%	53
2025 Q2	$370K	Hold	3,570	–	–	0.12%	52
2025 Q1	$390K	Hold	3,570	–	–	0.14%	49
2024 Q4	$329K	Hold	3,570	–	–	0.11%	50
2024 Q3	$366K	Hold	3,570	–	–	0.13%	50
2024 Q2	$313K	Sell	3,570 -29	-0.8%	-$2.54K	0.12%	48
2024 Q1	$310K	Hold	3,599	–	–	0.12%	47
2023 Q4	$292K	Hold	3,599	–	–	0.12%	47
2023 Q3	$259K	Hold	3,599	–	–	0.12%	47
2023 Q2	$303K	Buy	+3,599	New	+$318K	0.14%	51
2023 Q1	–	Sell	-9,071	Closed	-$861K	–	25
2022 Q4	$861K	Buy	+9,071	New	+$826K	0.47%	47
2022 Q2	$870K	Sell	9,071 -318	-3%	-$31.5K	0.52%	51
2022 Q1	$937K	Sell	9,389 -675	-7%	-$61.7K	0.48%	48
2021 Q4	$895K	Buy	+10,064	New	+$849K	0.46%	47

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Glassy Mountain Advisors's AEP Position: Q1 2026 in Review

Glassy Mountain Advisors held its American Electric Power (AEP) position steady in Q1 2026 at 3,312 shares worth $434K. The position accounts for 0.13% of the portfolio, ranked #51.

Glassy Mountain Advisors first reported a position in AEP in Q4 2021 and has held it in 16 quarters since. The position peaked at $937K in Q1 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Glassy Mountain Advisors held 3,312 shares of American Electric Power worth $434K as of Q1 2026.
Glassy Mountain Advisors left its American Electric Power share count unchanged in Q1 2026.
American Electric Power made up 0.13% of Glassy Mountain Advisors's portfolio in Q1 2026, its #51 holding.
Glassy Mountain Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 16 quarters since.
Glassy Mountain Advisors's American Electric Power position peaked at $937K in Q1 2022.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Glassy Mountain Advisors's 13F filing for Q1 2026, filed 8 May 2026.