IWA
AEP icon

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

Icon 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 		$235K Sell
1,747
-831
-32% -$104K 0.02% 359
2025
Q4 		$297K Sell
2,578
-97
-4% -$11.5K 0.02% 322
2025
Q3 		$301K Hold
2,675
– – 0.02% 313
2025
Q2 		$278K Buy
2,675
+768
+40% +$79.9K 0.02% 320
2025
Q1 		$208K Sell
1,907
-217
-10% -$22K 0.02% 347
2024
Q4 		$196K Buy
2,124
+991
+87% +$95.9K 0.02% 370
2024
Q3 		$116K Sell
1,133
-25
-2% -$2.44K 0.01% 447
2024
Q2 		$114K Sell
1,158
-1,017
-47% -$89K 0.01% 413
2024
Q1 		$187K Sell
2,175
-148
-6% -$12K 0.02% 353
2023
Q4 		$189K Buy
+2,323
New +$180K 0.02% 331
2022
Q4 		$246K Buy
2,592
+371
+17% +$33.8K 0.03% 282
2022
Q3 		$192K Buy
+2,221
New +$220K 0.02% 298

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

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

Icon Wealth Advisors reduced its American Electric Power (AEP) stake by 32% in Q1 2026, selling an estimated $104K and leaving 1,747 shares worth $235K. The position accounts for 0.02% of the portfolio, ranked #359.

Icon Wealth Advisors first reported a position in AEP in Q3 2022 and has held it in 12 quarters since. The position peaked at $301K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Icon Wealth Advisors held 1,747 shares of American Electric Power worth $235K as of Q1 2026.
  • Icon Wealth Advisors sold 831 American Electric Power shares in Q1 2026, an estimated $104K.
  • American Electric Power made up 0.02% of Icon Wealth Advisors's portfolio in Q1 2026, its #359 holding.
  • Icon Wealth Advisors first reported a position in American Electric Power in Q3 2022 and has held it in 12 quarters since.
  • Icon Wealth Advisors's American Electric Power position peaked at $301K in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Icon Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.