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High Note Wealth’s American Electric Power AEP Stock Holding History

High Note Wealth’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 		$40.9K Buy
312
+18
+6% +$2.25K 0.01% 209
2025
Q4 		$33.9K Sell
294
-49
-14% -$5.79K 0.01% 216
2025
Q3 		$38.6K Buy
343
+2
+0.6% +$219 0.01% 197
2025
Q2 		$35.4K Hold
341
– – 0.01% 202
2025
Q1 		$37.3K Hold
341
– – 0.01% 192
2024
Q4 		$31.4K Buy
+341
New +$33K 0.01% 203

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

High Note Wealth's AEP Position: Q1 2026 in Review

High Note Wealth increased its American Electric Power (AEP) stake by 6.1% in Q1 2026, buying an estimated $2.25K and bringing the position to 312 shares worth $40.9K. The position accounts for 0.01% of the portfolio, ranked #209.

High Note Wealth first reported a position in AEP in Q4 2024 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • High Note Wealth held 312 shares of American Electric Power worth $40.9K as of Q1 2026.
  • High Note Wealth bought 18 American Electric Power shares in Q1 2026, an estimated $2.25K.
  • American Electric Power made up 0.01% of High Note Wealth's portfolio in Q1 2026, its #209 holding.
  • High Note Wealth first reported a position in American Electric Power in Q4 2024 and has held it in 6 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on High Note Wealth's 13F filing for Q1 2026, filed 11 May 2026.