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Jackson Thornton Wealth Management’s American Electric Power AEP Stock Holding History

Jackson Thornton Wealth Management’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 		$253K Sell
1,859
-765
-29% -$95.7K 0.02% 232
2025
Q4 		$302K Buy
2,624
+19
+0.7% +$2.24K 0.03% 196
2025
Q3 		$308K Buy
+2,605
New +$285K 0.03% 179

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 Thornton Wealth Management's AEP Position: Q1 2026 in Review

Jackson Thornton Wealth Management reduced its American Electric Power (AEP) stake by 29% in Q1 2026, selling an estimated $95.7K and leaving 1,859 shares worth $253K. The position accounts for 0.02% of the portfolio, ranked #232.

Jackson Thornton Wealth Management first reported a position in AEP in Q3 2025 and has held it in 3 quarters since. The position peaked at $308K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Jackson Thornton Wealth Management held 1,859 shares of American Electric Power worth $253K as of Q1 2026.
  • Jackson Thornton Wealth Management sold 765 American Electric Power shares in Q1 2026, an estimated $95.7K.
  • American Electric Power made up 0.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #232 holding.
  • Jackson Thornton Wealth Management first reported a position in American Electric Power in Q3 2025 and has held it in 3 quarters since.
  • Jackson Thornton Wealth Management's American Electric Power position peaked at $308K in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.