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Integrated Wealth Concepts’s American Electric Power AEP Stock Holding History

Integrated Wealth Concepts’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 		$5.05M Buy
38,505
+17,856
+86% +$2.23M 0.04% 421
2025
Q4 		$2.38M Sell
20,649
-14,754
-42% -$1.74M 0.03% 487
2025
Q3 		$3.98M Buy
35,403
+2,197
+7% +$240K 0.04% 441
2025
Q2 		$3.45M Buy
33,206
+2,834
+9% +$295K 0.03% 449
2025
Q1 		$3.32M Buy
30,372
+1,680
+6% +$170K 0.04% 427
2024
Q4 		$2.65M Sell
28,692
-308
-1% -$29.8K 0.03% 471
2024
Q3 		$2.98M Sell
29,000
-248
-0.8% -$24.2K 0.04% 430
2024
Q2 		$2.57M Sell
29,248
-3,926
-12% -$343K 0.04% 438
2024
Q1 		$2.86M Buy
33,174
+874
+3% +$71.1K 0.04% 399
2023
Q4 		$2.62M Sell
32,300
-466
-1% -$36.2K 0.04% 388
2023
Q3 		$2.46M Sell
32,766
-237
-0.7% -$19.3K 0.04% 381
2023
Q2 		$2.78M Buy
33,003
+2,790
+9% +$246K 0.05% 346
2023
Q1 		$2.75M Buy
30,213
+18,404
+156% +$1.68M 0.06% 312
2022
Q4 		$1.12M Buy
11,809
+220
+2% +$20K 0.03% 443
2022
Q3 		$1M Sell
11,589
-155
-1% -$15.3K 0.03% 426
2022
Q2 		$1.13M Buy
11,744
+89
+0.8% +$8.82K 0.04% 405
2022
Q1 		$1.16M Sell
11,655
-927
-7% -$84.7K 0.04% 360
2021
Q4 		$1.12M Buy
12,582
+968
+8% +$81.7K 0.03% 382
2021
Q3 		$943K Buy
11,614
+2,734
+31% +$239K 0.03% 397
2021
Q2 		$751K Buy
8,880
+143
+2% +$12.3K 0.03% 432
2021
Q1 		$740K Buy
8,737
+2,756
+46% +$222K 0.03% 367
2020
Q4 		$498K Sell
5,981
-1,541
-20% -$134K 0.02% 412
2020
Q3 		$615K Buy
7,522
+1,329
+21% +$109K 0.04% 300
2020
Q2 		$493K Sell
6,193
-841
-12% -$68.6K 0.04% 285
2020
Q1 		$563K Buy
7,034
+555
+9% +$52.5K 0.05% 210
2019
Q4 		$612K Buy
6,479
+2,584
+66% +$239K 0.05% 234
2019
Q3 		$365K Buy
+3,895
New +$354K 0.04% 265

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

Integrated Wealth Concepts's AEP Position: Q1 2026 in Review

Integrated Wealth Concepts increased its American Electric Power (AEP) stake by 86% in Q1 2026, buying an estimated $2.23M and bringing the position to 38,505 shares worth $5.05M. The position accounts for 0.04% of the portfolio, ranked #421.

Integrated Wealth Concepts first reported a position in AEP in Q3 2019 and has held it in 27 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Integrated Wealth Concepts held 38,505 shares of American Electric Power worth $5.05M as of Q1 2026.
  • Integrated Wealth Concepts bought 17,856 American Electric Power shares in Q1 2026, an estimated $2.23M.
  • American Electric Power made up 0.04% of Integrated Wealth Concepts's portfolio in Q1 2026, its #421 holding.
  • Integrated Wealth Concepts first reported a position in American Electric Power in Q3 2019 and has held it in 27 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.