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Jackson Grant Investment Advisers’s American Electric Power AEP Stock Holding History

Jackson Grant Investment Advisers’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 		$347K Buy
2,645
+9
+0.3% +$1.13K 0.12% 90
2025
Q4 		$304K Buy
2,636
+10
+0.4% +$1.18K 0.1% 95
2025
Q3 		$295K Buy
2,626
+10
+0.4% +$1.09K 0.1% 94
2025
Q2 		$271K Buy
2,616
+11
+0.4% +$1.14K 0.1% 89
2025
Q1 		$285K Buy
2,605
+8
+0.3% +$810 0.11% 86
2024
Q4 		$240K Buy
2,597
+402
+18% +$38.9K 0.09% 90
2024
Q3 		$225K Buy
2,195
+7
+0.3% +$683 0.08% 97
2024
Q2 		$192K Buy
2,188
+8
+0.4% +$700 0.08% 108
2024
Q1 		$188K Buy
2,180
+8
+0.4% +$650 0.08% 110
2023
Q4 		$176K Buy
2,172
+8
+0.4% +$621 0.08% 105
2023
Q3 		$163K Buy
2,164
+9
+0.4% +$732 0.08% 105
2023
Q2 		$181K Buy
2,155
+7
+0.3% +$618 0.08% 105
2023
Q1 		$195K Buy
2,148
+7
+0.3% +$640 0.09% 103
2022
Q4 		$203K Buy
2,141
+6
+0.3% +$546 0.1% 96
2022
Q3 		$185K Buy
2,135
+6
+0.3% +$593 0.1% 99
2022
Q2 		$204K Buy
2,129
+5
+0.2% +$496 0.1% 97
2022
Q1 		$212K Buy
2,124
+6
+0.3% +$548 0.09% 103
2021
Q4 		$188K Buy
2,118
+7
+0.3% +$590 0.1% 92
2021
Q3 		$171K Buy
2,111
+6
+0.3% +$524 0.08% 114
2021
Q2 		$178K Buy
2,105
+42
+2% +$3.62K 0.08% 114
2021
Q1 		$175K Buy
2,063
+326
+19% +$26.3K 0.08% 112
2020
Q4 		$145K Buy
1,737
+6
+0.3% +$521 0.07% 113
2020
Q3 		$141K Buy
1,731
+6
+0.3% +$494 0.08% 98
2020
Q2 		$137K Buy
1,725
+7
+0.4% +$571 0.09% 95
2020
Q1 		$137K Buy
1,718
+9
+0.5% +$851 0.1% 86
2019
Q4 		$161K Buy
1,709
+10
+0.6% +$924 0.09% 96
2019
Q3 		$159K Buy
1,699
+9
+0.5% +$817 0.09% 95
2019
Q2 		$149K Buy
1,690
+9
+0.5% +$776 0.09% 95
2019
Q1 		$141K Buy
1,681
+10
+0.6% +$795 0.08% 95
2018
Q4 		$125K Buy
1,671
+391
+31% +$29.3K 0.09% 99
2018
Q3 		$91K Buy
1,280
+11
+0.9% +$783 0.06% 125
2018
Q2 		$88K Buy
1,269
+12
+1% +$808 0.06% 124
2018
Q1 		$86K Buy
1,257
+12
+1% +$808 0.06% 124
2017
Q4 		$92K Sell
1,245
-1,315
-51% -$98.3K 0.06% 121
2017
Q3 		$180K Sell
2,560
-264
-9% -$18.8K 0.13% 81
2017
Q2 		$196K Buy
2,824
+12
+0.4% +$834 0.15% 70
2017
Q1 		$189K Buy
2,812
+13
+0.5% +$842 0.15% 68
2016
Q4 		$176K Buy
2,799
+14
+0.5% +$863 0.15% 68
2016
Q3 		$179K Buy
2,785
+1,338
+92% +$90K 0.15% 64
2016
Q2 		$101K Buy
1,447
+12
+0.8% +$785 0.09% 76
2016
Q1 		$95K Buy
1,435
+2
+0.1% +$124 0.09% 78
2015
Q4 		$83K Buy
+1,433
New +$81.2K 0.08% 85

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

Jackson Grant Investment Advisers's AEP Position: Q1 2026 in Review

Jackson Grant Investment Advisers increased its American Electric Power (AEP) stake by 0.34% in Q1 2026, buying an estimated $1.13K and bringing the position to 2,645 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #90.

Jackson Grant Investment Advisers first reported a position in AEP in Q4 2015 and has held it in 42 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Jackson Grant Investment Advisers held 2,645 shares of American Electric Power worth $347K as of Q1 2026.
  • Jackson Grant Investment Advisers bought 9 American Electric Power shares in Q1 2026, an estimated $1.13K.
  • American Electric Power made up 0.12% of Jackson Grant Investment Advisers's portfolio in Q1 2026, its #90 holding.
  • Jackson Grant Investment Advisers first reported a position in American Electric Power in Q4 2015 and has held it in 42 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q1 2026, filed 8 May 2026.