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Guardian Wealth Advisors (North Carolina)’s American Electric Power AEP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$216K Sell
1,646
-134
-8% -$16.8K 0.01% 338
2025
Q4 		$205K Hold
1,780
– – 0.01% 356
2025
Q3 		$200K Buy
+1,780
New +$195K 0.01% 350
2025
Q2 		– Sell
-3,385
Closed -$370K – 551
2025
Q1 		$370K Buy
3,385
+472
+16% +$47.8K 0.03% 220
2024
Q4 		$269K Buy
2,913
+115
+4% +$11.1K 0.02% 263
2024
Q3 		$287K Sell
2,798
-278
-9% -$27.1K 0.03% 218
2024
Q2 		$270K Buy
3,076
+17
+0.6% +$1.49K 0.03% 216
2024
Q1 		$263K Buy
+3,059
New +$249K 0.03% 224

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

Guardian Wealth Advisors (North Carolina)'s AEP Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its American Electric Power (AEP) stake by 7.5% in Q1 2026, selling an estimated $16.8K and leaving 1,646 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #338.

Guardian Wealth Advisors (North Carolina) first reported a position in AEP in Q1 2024 and has held it in 8 quarters since. The position peaked at $370K in Q1 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,646 shares of American Electric Power worth $216K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 134 American Electric Power shares in Q1 2026, an estimated $16.8K.
  • American Electric Power made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #338 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in American Electric Power in Q1 2024 and has held it in 8 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s American Electric Power position peaked at $370K in Q1 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.