IFS Advisors’s American Electric Power AEP Stock Holding History

IFS 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	$99.5K	Buy	759 +188	+33%	+$23.5K	0.05%	39
2025 Q4	$65.8K	Hold	571	–	–	0.03%	40
2025 Q3	$64.2K	Hold	571	–	–	0.04%	39
2025 Q2	$59.2K	Sell	571 -300	-34%	-$31.2K	0.04%	36
2025 Q1	$95.2K	Hold	871	–	–	0.08%	27
2024 Q4	$80.3K	Buy	871 +300	+53%	+$29K	0.06%	27
2024 Q3	$58.6K	Hold	571	–	–	0.05%	29
2024 Q2	$50.1K	Hold	571	–	–	0.04%	29
2024 Q1	$49.2K	Hold	571	–	–	0.04%	29
2023 Q4	$46.4K	Hold	571	–	–	0.06%	27
2023 Q3	$43K	Hold	571	–	–	0.08%	26
2023 Q2	$48.1K	Hold	571	–	–	0.12%	23
2023 Q1	$52K	Hold	571	–	–	0.21%	20
2022 Q4	$54.2K	Hold	571	–	–	0.09%	24
2022 Q3	$49K	Hold	571	–	–	0.09%	24
2022 Q2	$54K	Hold	571	–	–	0.14%	22
2022 Q1	$56K	Hold	571	–	–	0.05%	23
2021 Q4	$50K	Buy	+571	New	+$48.2K	0.04%	35
2021 Q1	–	Sell	-571	Closed	-$47K	–	26
2020 Q4	$47K	Buy	+571	New	+$49.6K	0.04%	47

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

IFS Advisors's AEP Position: Q1 2026 in Review

IFS Advisors increased its American Electric Power (AEP) stake by 33% in Q1 2026, buying an estimated $23.5K and bringing the position to 759 shares worth $99.5K. The position accounts for 0.05% of the portfolio, ranked #39.

IFS Advisors first reported a position in AEP in Q4 2020 and has held it in 19 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

IFS Advisors held 759 shares of American Electric Power worth $99.5K as of Q1 2026.
IFS Advisors bought 188 American Electric Power shares in Q1 2026, an estimated $23.5K.
American Electric Power made up 0.05% of IFS Advisors's portfolio in Q1 2026, its #39 holding.
IFS Advisors first reported a position in American Electric Power in Q4 2020 and has held it in 19 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on IFS Advisors's 13F filing for Q1 2026, filed 6 Apr 2026.