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IBEX Wealth Advisors’s American Electric Power AEP Stock Holding History

IBEX Wealth Advisors’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 		$7.55M Buy
57,620
+3,051
+6% +$382K 0.7% 47
2025
Q4 		$6.29M Buy
54,569
+2,360
+5% +$279K 0.62% 61
2025
Q3 		$5.87M Buy
+52,209
New +$5.71M 0.56% 59
2024
Q3 		– Sell
-39,936
Closed -$3.5M – 73
2024
Q2 		$3.5M Buy
+39,936
New +$3.49M 0.55% 59
2023
Q1 		$3.83M Buy
+42,120
New +$3.85M 0.99% 38
2017
Q1 		– Sell
-68
Closed -$4K – 83
2016
Q4 		$4K Buy
+68
New +$4.19K ﹤0.01% 385

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

IBEX Wealth Advisors's AEP Position: Q1 2026 in Review

IBEX Wealth Advisors increased its American Electric Power (AEP) stake by 5.6% in Q1 2026, buying an estimated $382K and bringing the position to 57,620 shares worth $7.55M. The position accounts for 0.7% of the portfolio, ranked #47.

IBEX Wealth Advisors first reported a position in AEP in Q4 2016 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • IBEX Wealth Advisors held 57,620 shares of American Electric Power worth $7.55M as of Q1 2026.
  • IBEX Wealth Advisors bought 3,051 American Electric Power shares in Q1 2026, an estimated $382K.
  • American Electric Power made up 0.7% of IBEX Wealth Advisors's portfolio in Q1 2026, its #47 holding.
  • IBEX Wealth Advisors first reported a position in American Electric Power in Q4 2016 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 IBEX Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.