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Heritage Wealth Management (Ohio)’s American Electric Power AEP Stock Holding History

Heritage Wealth Management (Ohio)’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 		$558K Buy
4,260
+458
+12% +$57.3K 0.28% 89
2025
Q4 		$438K Buy
3,802
+42
+1% +$4.96K 0.12% 165
2025
Q3 		$423K Hold
3,760
– – 0.12% 159
2025
Q2 		$390K Sell
3,760
-350
-9% -$36.4K 0.13% 167
2025
Q1 		$449K Hold
4,110
– – 0.15% 146
2024
Q4 		$379K Hold
4,110
– – 0.13% 163
2024
Q3 		$422K Hold
4,110
– – 0.14% 154
2024
Q2 		$361K Buy
+4,110
New +$360K 0.12% 165

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

Heritage Wealth Management (Ohio)'s AEP Position: Q1 2026 in Review

Heritage Wealth Management (Ohio) increased its American Electric Power (AEP) stake by 12% in Q1 2026, buying an estimated $57.3K and bringing the position to 4,260 shares worth $558K. The position accounts for 0.28% of the portfolio, ranked #89.

Heritage Wealth Management (Ohio) first reported a position in AEP in Q2 2024 and has held it in 8 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Heritage Wealth Management (Ohio) held 4,260 shares of American Electric Power worth $558K as of Q1 2026.
  • Heritage Wealth Management (Ohio) bought 458 American Electric Power shares in Q1 2026, an estimated $57.3K.
  • American Electric Power made up 0.28% of Heritage Wealth Management (Ohio)'s portfolio in Q1 2026, its #89 holding.
  • Heritage Wealth Management (Ohio) first reported a position in American Electric Power in Q2 2024 and has held it in 8 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 20 Apr 2026.