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Hazlett, Burt & Watson’s American Electric Power AEP Stock Holding History

Hazlett, Burt & Watson’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 		$291K Buy
2,227
+88
+4% +$11K 0.09% 207
2025
Q4 		$247K Buy
2,139
+271
+15% +$32K 0.08% 221
2025
Q3 		$208K Buy
1,868
+13
+0.7% +$1.42K 0.07% 223
2025
Q2 		$193K Sell
1,855
-633
-25% -$65.9K 0.08% 209
2025
Q1 		$271K Buy
2,488
+17
+0.7% +$1.72K 0.12% 158
2024
Q4 		$227K Buy
2,471
+1,006
+69% +$97.4K 0.1% 184
2024
Q3 		$151K Sell
1,465
-1,288
-47% -$126K 0.07% 233
2024
Q2 		$243K Buy
2,753
+163
+6% +$14.3K 0.13% 158
2024
Q1 		$223K Sell
2,590
-1,454
-36% -$118K 0.13% 156
2023
Q4 		$329K Buy
4,044
+126
+3% +$9.78K 0.22% 96
2023
Q3 		$296K Sell
3,918
-2,266
-37% -$184K 0.22% 98
2023
Q2 		$521K Buy
6,184
+4,377
+242% +$387K 0.39% 51
2023
Q1 		$164K Sell
1,807
-187
-9% -$17.1K 0.13% 142
2022
Q4 		$188K Buy
1,994
+10
+0.5% +$910 0.17% 126
2022
Q3 		$172K Buy
1,984
+11
+0.6% +$1.09K 0.17% 125
2022
Q2 		$188K Buy
1,973
+633
+47% +$62.7K 0.17% 120
2022
Q1 		$133K Buy
+1,340
New +$122K 0.11% 180

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

Hazlett, Burt & Watson's AEP Position: Q1 2026 in Review

Hazlett, Burt & Watson increased its American Electric Power (AEP) stake by 4.1% in Q1 2026, buying an estimated $11K and bringing the position to 2,227 shares worth $291K. The position accounts for 0.09% of the portfolio, ranked #207.

Hazlett, Burt & Watson first reported a position in AEP in Q1 2022 and has held it in 17 quarters since. The position peaked at $521K in Q2 2023. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Hazlett, Burt & Watson held 2,227 shares of American Electric Power worth $291K as of Q1 2026.
  • Hazlett, Burt & Watson bought 88 American Electric Power shares in Q1 2026, an estimated $11K.
  • American Electric Power made up 0.09% of Hazlett, Burt & Watson's portfolio in Q1 2026, its #207 holding.
  • Hazlett, Burt & Watson first reported a position in American Electric Power in Q1 2022 and has held it in 17 quarters since.
  • Hazlett, Burt & Watson's American Electric Power position peaked at $521K in Q2 2023.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Hazlett, Burt & Watson's 13F filing for Q1 2026, filed 14 May 2026.