Joel Isaacson & Co’s American Electric Power AEP Stock Holding History

Joel Isaacson & Co’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	$514K	Sell	3,925 -80	-2%	-$10K	0.02%	277
2025 Q4	$462K	Hold	4,005	–	–	0.02%	291
2025 Q3	$451K	Hold	4,005	–	–	0.02%	290
2025 Q2	$416K	Hold	4,005	–	–	0.02%	281
2025 Q1	$438K	Buy	4,005 +150	+4%	+$15.2K	0.02%	256
2024 Q4	$356K	Hold	3,855	–	–	0.02%	273
2024 Q3	$396K	Buy	3,855 +261	+7%	+$25.5K	0.02%	253
2024 Q2	$315K	Hold	3,594	–	–	0.02%	268
2024 Q1	$309K	Hold	3,594	–	–	0.02%	271
2023 Q4	$292K	Hold	3,594	–	–	0.02%	254
2023 Q3	$270K	Buy	3,594 +95	+3%	+$7.73K	0.02%	258
2023 Q2	$295K	Hold	3,499	–	–	0.02%	259
2023 Q1	$318K	Hold	3,499	–	–	0.02%	247
2022 Q4	$332K	Hold	3,499	–	–	0.03%	225
2022 Q3	$302K	Buy	3,499 +100	+3%	+$9.89K	0.03%	230
2022 Q2	$326K	Buy	3,399 +117	+4%	+$11.6K	0.03%	218
2022 Q1	$334K	Hold	3,282	–	–	0.02%	236
2021 Q4	$292K	Sell	3,282 -70	-2%	-$5.91K	0.02%	257
2021 Q3	$272K	Sell	3,352 -69	-2%	-$6.02K	0.02%	258
2021 Q2	$289K	Hold	3,421	–	–	0.02%	237
2021 Q1	$290K	Hold	3,421	–	–	0.03%	219
2020 Q4	$285K	Buy	3,421 +45	+1%	+$3.9K	0.03%	201
2020 Q3	$276K	Hold	3,376	–	–	0.04%	181
2020 Q2	$269K	Buy	3,376 +139	+4%	+$11.3K	0.04%	177
2020 Q1	$259K	Sell	3,237 -98	-3%	-$9.27K	0.05%	151
2019 Q4	$315K	Sell	3,335 -215	-6%	-$19.9K	0.04%	163
2019 Q3	$333K	Sell	3,550 -7	-0.2%	-$636	0.05%	154
2019 Q2	$313K	Sell	3,557 -8	-0.2%	-$690	0.05%	159
2019 Q1	$299K	Hold	3,565	–	–	0.04%	171
2018 Q4	$265K	Buy	3,565 +15	+0.4%	+$1.13K	0.04%	187
2018 Q3	$252K	Hold	3,550	–	–	0.04%	173
2018 Q2	$246K	Hold	3,550	–	–	0.04%	169
2018 Q1	$243K	Sell	3,550 -73	-2%	-$4.92K	0.04%	170
2017 Q4	$267K	Buy	+3,623	New	+$271K	0.05%	161
2017 Q1	–	Sell	-2,547	Closed	-$160K	–	185
2016 Q4	$160K	Hold	2,547	–	–	0.03%	174
2016 Q3	$164K	Sell	2,547 -130	-5%	-$8.74K	0.03%	184
2016 Q2	$188K	Hold	2,677	–	–	0.04%	168
2016 Q1	$178K	Hold	2,677	–	–	0.04%	178
2015 Q4	$156K	Sell	2,677 -35	-1%	-$1.98K	0.04%	179
2015 Q3	$154K	Sell	2,712 -116	-4%	-$6.44K	0.04%	173
2015 Q2	$150K	Buy	2,828 +56	+2%	+$3.1K	0.04%	206
2015 Q1	$156K	Sell	2,772 -81	-3%	-$4.81K	0.04%	198
2014 Q4	$173K	Hold	2,853	–	–	0.05%	169
2014 Q3	$149K	Sell	2,853 -146	-5%	-$7.72K	0.05%	159
2014 Q2	$167K	Hold	2,999	–	–	0.05%	149
2014 Q1	$152K	Sell	2,999 -14	-0.5%	-$680	0.05%	150
2013 Q4	$141K	Buy	3,013 +200	+7%	+$9.23K	0.05%	149
2013 Q3	$122K	Hold	2,813	–	–	0.05%	155
2013 Q2	$126K	Buy	+2,813	New	+$135K	0.06%	129

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

Joel Isaacson & Co's AEP Position: Q1 2026 in Review

Joel Isaacson & Co reduced its American Electric Power (AEP) stake by 2% in Q1 2026, selling an estimated $10K and leaving 3,925 shares worth $514K. The position accounts for 0.02% of the portfolio, ranked #277.

Joel Isaacson & Co first reported a position in AEP in Q2 2013 and has held it in 49 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Joel Isaacson & Co held 3,925 shares of American Electric Power worth $514K as of Q1 2026.
Joel Isaacson & Co sold 80 American Electric Power shares in Q1 2026, an estimated $10K.
American Electric Power made up 0.02% of Joel Isaacson & Co's portfolio in Q1 2026, its #277 holding.
Joel Isaacson & Co first reported a position in American Electric Power in Q2 2013 and has held it in 49 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Joel Isaacson & Co's 13F filing for Q1 2026, filed 23 Apr 2026.