Intellus Advisors’s American Electric Power AEP Stock Holding History

Intellus 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	–	Sell	-1,305	Closed	-$150K	–	126
2025 Q4	$150K	Buy	+1,305	New	+$154K	0.02%	131

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

Intellus Advisors's AEP Position: Q1 2026 in Review

Intellus Advisors sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 1,305 shares — an estimated $150K sold.

Intellus Advisors first reported a position in AEP in Q4 2025 and held it in 1 quarter. The position peaked at $150K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Intellus Advisors reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
Intellus Advisors sold 1,305 American Electric Power shares in Q1 2026, an estimated $150K.
Intellus Advisors first reported a position in American Electric Power in Q4 2025 and held it in 1 quarter.
Intellus Advisors's American Electric Power position peaked at $150K in Q4 2025.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Intellus Advisors's 13F filing for Q1 2026, filed 7 May 2026.