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Great Valley Advisor Group’s American Electric Power AEP Stock Holding History

Great Valley Advisor Group’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 		$870K Sell
6,633
-1,970
-23% -$246K 0.02% 536
2025
Q4 		$992K Buy
8,603
+2,342
+37% +$277K 0.02% 482
2025
Q3 		$704K Buy
6,261
+45
+0.7% +$4.92K 0.01% 552
2025
Q2 		$645K Sell
6,216
-11
-0.2% -$1.14K 0.01% 539
2025
Q1 		$681K Sell
6,227
-23
-0.4% -$2.33K 0.01% 521
2024
Q4 		$576K Sell
6,250
-412
-6% -$39.9K 0.01% 551
2024
Q3 		$684K Buy
6,662
+455
+7% +$44.4K 0.02% 495
2024
Q2 		$545K Buy
6,207
+8
+0.1% +$700 0.02% 512
2024
Q1 		$534K Sell
6,199
-164
-3% -$13.3K 0.02% 481
2023
Q4 		$517K Sell
6,363
-745
-10% -$57.8K 0.02% 450
2023
Q3 		$535K Sell
7,108
-909
-11% -$74K 0.02% 422
2023
Q2 		$675K Buy
8,017
+807
+11% +$71.3K 0.03% 381
2023
Q1 		$656K Sell
7,210
-388
-5% -$35.5K 0.03% 381
2022
Q4 		$722K Buy
7,598
+716
+10% +$65.2K 0.04% 374
2022
Q3 		$595K Sell
6,882
-451
-6% -$44.6K 0.03% 389
2022
Q2 		$704K Buy
7,333
+3,176
+76% +$315K 0.04% 361
2022
Q1 		$406K Buy
4,157
+100
+2% +$9.14K 0.02% 431
2021
Q4 		$355K Sell
4,057
-7
-0.2% -$590 0.02% 454
2021
Q3 		$330K Buy
4,064
+84
+2% +$7.33K 0.02% 441
2021
Q2 		$337K Buy
3,980
+200
+5% +$17.2K 0.02% 432
2021
Q1 		$320K Sell
3,780
-83
-2% -$6.69K 0.03% 395
2020
Q4 		$322K Hold
3,863
– – 0.03% 359
2020
Q3 		$315K Buy
3,863
+677
+21% +$55.8K 0.04% 319
2020
Q2 		$254K Buy
3,186
+79
+3% +$6.45K 0.04% 342
2020
Q1 		$249K Sell
3,107
-452
-13% -$42.7K 0.07% 267
2019
Q4 		$336K Buy
3,559
+3
+0.1% +$277 0.07% 260
2019
Q3 		$333K Buy
3,556
+3
+0.1% +$272 0.08% 247
2019
Q2 		$313K Buy
3,553
+312
+10% +$26.9K 0.08% 247
2019
Q1 		$271K Hold
3,241
– – 0.09% 241
2018
Q4 		$242K Buy
+3,241
New +$243K 0.09% 200

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

Great Valley Advisor Group's AEP Position: Q1 2026 in Review

Great Valley Advisor Group reduced its American Electric Power (AEP) stake by 23% in Q1 2026, selling an estimated $246K and leaving 6,633 shares worth $870K. The position accounts for 0.02% of the portfolio, ranked #536.

Great Valley Advisor Group first reported a position in AEP in Q4 2018 and has held it in 30 quarters since. The position peaked at $992K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Great Valley Advisor Group held 6,633 shares of American Electric Power worth $870K as of Q1 2026.
  • Great Valley Advisor Group sold 1,970 American Electric Power shares in Q1 2026, an estimated $246K.
  • American Electric Power made up 0.02% of Great Valley Advisor Group's portfolio in Q1 2026, its #536 holding.
  • Great Valley Advisor Group first reported a position in American Electric Power in Q4 2018 and has held it in 30 quarters since.
  • Great Valley Advisor Group's American Electric Power position peaked at $992K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.