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Horizon Family Wealth’s American Electric Power AEP Stock Holding History

Horizon Family 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 		$493K Buy
3,763
+750
+25% +$93.8K 0.26% 61
2025
Q4 		$347K Buy
3,013
+24
+0.8% +$2.83K 0.19% 69
2025
Q3 		$336K Buy
2,989
+25
+0.8% +$2.73K 0.19% 64
2025
Q2 		$308K Sell
2,964
-1,396
-32% -$145K 0.19% 68
2025
Q1 		$476K Buy
4,360
+490
+13% +$49.6K 0.32% 45
2024
Q4 		$357K Buy
3,870
+94
+2% +$9.1K 0.24% 58
2024
Q3 		$387K Buy
3,776
+82
+2% +$8K 0.28% 48
2024
Q2 		$324K Buy
3,694
+29
+0.8% +$2.54K 0.25% 54
2024
Q1 		$316K Buy
+3,665
New +$298K 0.24% 55

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

Horizon Family Wealth's AEP Position: Q1 2026 in Review

Horizon Family Wealth increased its American Electric Power (AEP) stake by 25% in Q1 2026, buying an estimated $93.8K and bringing the position to 3,763 shares worth $493K. The position accounts for 0.26% of the portfolio, ranked #61.

Horizon Family Wealth first reported a position in AEP in Q1 2024 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Horizon Family Wealth held 3,763 shares of American Electric Power worth $493K as of Q1 2026.
  • Horizon Family Wealth bought 750 American Electric Power shares in Q1 2026, an estimated $93.8K.
  • American Electric Power made up 0.26% of Horizon Family Wealth's portfolio in Q1 2026, its #61 holding.
  • Horizon Family Wealth first reported a position in American Electric Power in Q1 2024 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Horizon Family Wealth's 13F filing for Q1 2026, filed 8 May 2026.