Independent Advisor Alliance’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $6.04M | Buy |
46,110
+2,034
| +5% | +$254K | 0.06% | 272 |
|
|
2025
Q4 | $5.08M | Sell |
44,076
-1,419
| -3% | -$168K | 0.12% | 133 |
|
|
2025
Q3 | $5.12M | Buy |
45,495
+9,188
| +25% | +$1.01M | 0.13% | 127 |
|
|
2025
Q2 | $3.77M | Sell |
36,307
-2,033
| -5% | -$212K | 0.11% | 164 |
|
|
2025
Q1 | $4.19M | Buy |
38,340
+2,877
| +8% | +$291K | 0.14% | 129 |
|
|
2024
Q4 | $3.27M | Buy |
35,463
+5,603
| +19% | +$542K | 0.04% | 370 |
|
|
2024
Q3 | $3.06M | Sell |
29,860
-739
| -2% | -$72.1K | 0.11% | 160 |
|
|
2024
Q2 | $2.68M | Buy |
30,599
+5,449
| +22% | +$477K | 0.09% | 181 |
|
|
2024
Q1 | $2.17M | Buy |
25,150
+962
| +4% | +$78.2K | 0.08% | 206 |
|
|
2023
Q4 | $1.96M | Buy |
24,188
+1,866
| +8% | +$145K | 0.07% | 211 |
|
|
2023
Q3 | $1.68M | Buy |
22,322
+15,489
| +227% | +$1.26M | 0.08% | 215 |
|
|
2023
Q2 | $575K | Sell |
6,833
-1,275
| -16% | -$113K | 0.03% | 402 |
|
|
2023
Q1 | $738K | Sell |
8,108
-11,893
| -59% | -$1.09M | 0.04% | 337 |
|
|
2022
Q4 | $1.9K | Buy |
20,001
+442
| +2% | +$40.2K | ﹤0.01% | 257 |
|
|
2022
Q3 | $1.69M | Buy |
19,559
+12,187
| +165% | +$1.2M | 0.1% | 195 |
|
|
2022
Q2 | $707K | Buy |
7,372
+364
| +5% | +$36.1K | 0.04% | 317 |
|
|
2022
Q1 | $699K | Buy |
7,008
+568
| +9% | +$51.9K | 0.03% | 334 |
|
|
2021
Q4 | $573K | Buy |
6,440
+21
| +0.3% | +$1.77K | 0.03% | 365 |
|
|
2021
Q3 | $521K | Buy |
6,419
+639
| +11% | +$55.8K | 0.03% | 369 |
|
|
2021
Q2 | $489K | Sell |
5,780
-393
| -6% | -$33.8K | 0.03% | 396 |
|
|
2021
Q1 | $523K | Buy |
6,173
+1,166
| +23% | +$94K | 0.03% | 364 |
|
|
2020
Q4 | $417K | Sell |
5,007
-477
| -9% | -$41.4K | 0.03% | 375 |
|
|
2020
Q3 | $448K | Sell |
5,484
-287
| -5% | -$23.6K | 0.03% | 317 |
|
|
2020
Q2 | $460K | Sell |
5,771
-1,798
| -24% | -$147K | 0.05% | 284 |
|
|
2020
Q1 | $605K | Sell |
7,569
-90
| -1% | -$8.51K | 0.09% | 188 |
|
|
2019
Q4 | $724K | Buy |
7,659
+421
| +6% | +$38.9K | 0.03% | 447 |
|
|
2019
Q3 | $678K | Sell |
7,238
-6,002
| -45% | -$545K | 0.08% | 207 |
|
|
2019
Q2 | $1.17M | Sell |
13,240
-426
| -3% | -$36.7K | 0.17% | 125 |
|
|
2019
Q1 | $1.14M | Buy |
13,666
+9,132
| +201% | +$726K | 0.16% | 126 |
|
|
2018
Q4 | $339K | Buy |
4,534
+1,262
| +39% | +$94.7K | 0.06% | 265 |
|
|
2018
Q3 | $227K | Buy |
3,272
+275
| +9% | +$19.6K | 0.04% | 316 |
|
|
2018
Q2 | $204K | Sell |
2,997
-756
| -20% | -$50.9K | 0.04% | 321 |
|
|
2018
Q1 | $256K | Buy |
3,753
+138
| +4% | +$9.29K | 0.06% | 269 |
|
|
2017
Q4 | $258K | Buy |
+3,615
| New | +$270K | 0.06% | 263 |
|
Other funds holding AEP
VCM
VPM
Independent Advisor Alliance's AEP Position: Q1 2026 in Review
Independent Advisor Alliance increased its American Electric Power (AEP) stake by 4.6% in Q1 2026, buying an estimated $254K and bringing the position to 46,110 shares worth $6.04M. The position accounts for 0.06% of the portfolio, ranked #272.
Independent Advisor Alliance first reported a position in AEP in Q4 2017 and has held it in 34 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- Independent Advisor Alliance held 46,110 shares of American Electric Power worth $6.04M as of Q1 2026.
- Independent Advisor Alliance bought 2,034 American Electric Power shares in Q1 2026, an estimated $254K.
- American Electric Power made up 0.06% of Independent Advisor Alliance's portfolio in Q1 2026, its #272 holding.
- Independent Advisor Alliance first reported a position in American Electric Power in Q4 2017 and has held it in 34 quarters since.
- 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.