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Johnson Financial Group Inc (Wisconsin)’s American Electric Power AEP Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 		$3.03M Buy
23,100
+3,029
+15% +$379K 0.11% 100
2025
Q4 		$2.31M Buy
20,071
+17,979
+859% +$2.12M 0.09% 114
2025
Q3 		$235K Buy
2,092
+460
+28% +$50.3K 0.01% 332
2025
Q2 		$169K Sell
1,632
-1,814
-53% -$189K 0.01% 326
2025
Q1 		$377K Hold
3,446
– – 0.02% 256
2024
Q4 		$339K Buy
3,446
+324
+10% +$31.4K 0.02% 250
2024
Q3 		$320K Sell
3,122
-609
-16% -$59.4K 0.01% 289
2024
Q2 		$327K Sell
3,731
-2,924
-44% -$256K 0.02% 259
2024
Q1 		$573K Buy
6,655
+930
+16% +$75.6K 0.03% 174
2023
Q4 		$465K Sell
5,725
-2,686
-32% -$208K 0.03% 190
2023
Q3 		$633K Buy
8,411
+566
+7% +$46.1K 0.04% 150
2023
Q2 		$661K Buy
7,845
+1,147
+17% +$101K 0.05% 157
2023
Q1 		$609K Buy
6,698
+1,231
+23% +$113K 0.04% 161
2022
Q4 		$519K Buy
5,467
+1,002
+22% +$91.2K 0.04% 165
2022
Q3 		$392K Buy
4,465
+2,666
+148% +$264K 0.04% 183
2022
Q2 		$173K Hold
1,799
– – 0.01% 261
2022
Q1 		$179K Hold
1,799
– – 0.01% 277
2021
Q4 		$160K Sell
1,799
-277
-13% -$23.4K 0.01% 300
2021
Q3 		$169K Sell
2,076
-37
-2% -$3.23K 0.01% 274
2021
Q2 		$179K Sell
2,113
-600
-22% -$51.7K 0.01% 281
2021
Q1 		$230K Sell
2,713
-541
-17% -$43.6K 0.02% 253
2020
Q4 		$271K Sell
3,254
-2,439
-43% -$212K 0.02% 193
2020
Q3 		$465K Hold
5,693
– – 0.05% 150
2020
Q2 		$453K Sell
5,693
-953
-14% -$77.8K 0.05% 135
2020
Q1 		$532K Sell
6,646
-2,290
-26% -$217K 0.06% 130
2019
Q4 		$844K Sell
8,936
-11,056
-55% -$1.02M 0.08% 112
2019
Q3 		$1.87M Buy
19,992
+221
+1% +$20.1K 0.17% 91
2019
Q2 		$1.74M Buy
19,771
+959
+5% +$82.7K 0.15% 95
2019
Q1 		$1.58M Buy
18,812
+5,045
+37% +$401K 0.14% 94
2018
Q4 		$1.03M Buy
13,767
+9,987
+264% +$749K 0.11% 123
2018
Q3 		$268K Sell
3,780
-170
-4% -$12.1K 0.03% 214
2018
Q2 		$274K Sell
3,950
-2,385
-38% -$161K 0.03% 202
2018
Q1 		$435K Sell
6,335
-1,010
-14% -$68K 0.05% 172
2017
Q4 		$540K Sell
7,345
-3,330
-31% -$249K 0.07% 169
2017
Q3 		$750K Sell
10,675
-34
-0.3% -$2.42K 0.1% 133
2017
Q2 		$744K Sell
10,709
-14,853
-58% -$1.03M 0.11% 138
2017
Q1 		$1.72M Sell
25,562
-865
-3% -$56K 0.22% 106
2016
Q4 		$1.66M Buy
26,427
+1,820
+7% +$112K 0.23% 99
2016
Q3 		$1.58M Sell
24,607
-2,757
-10% -$185K 0.21% 102
2016
Q2 		$1.92M Buy
27,364
+8,776
+47% +$574K 0.27% 83
2016
Q1 		$1.23M Buy
18,588
+7,278
+64% +$450K 0.25% 95
2015
Q4 		$659K Buy
11,310
+706
+7% +$40K 0.14% 135
2015
Q3 		$603K Buy
10,604
+237
+2% +$13.2K 0.13% 153
2015
Q2 		$549K Buy
10,367
+1,028
+11% +$56.9K 0.11% 164
2015
Q1 		$525K Buy
9,339
+745
+9% +$44.2K 0.11% 160
2014
Q4 		$522K Buy
8,594
+260
+3% +$14.9K 0.12% 150
2014
Q3 		$435K Buy
8,334
+1,625
+24% +$85.9K 0.11% 156
2014
Q2 		$374K Sell
6,709
-159
-2% -$8.39K 0.1% 177
2014
Q1 		$348K Sell
6,868
-234
-3% -$11.4K 0.1% 162
2013
Q4 		$332K Hold
7,102
– – 0.1% 167
2013
Q3 		$308K Buy
7,102
+1,755
+33% +$78.1K 0.09% 170
2013
Q2 		$239K Buy
+5,347
New +$257K 0.07% 189

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

Johnson Financial Group Inc (Wisconsin)'s AEP Position: Q1 2026 in Review

Johnson Financial Group Inc (Wisconsin) increased its American Electric Power (AEP) stake by 15% in Q1 2026, buying an estimated $379K and bringing the position to 23,100 shares worth $3.03M. The position accounts for 0.11% of the portfolio, ranked #100.

Johnson Financial Group Inc (Wisconsin) first reported a position in AEP in Q2 2013 and has held it in 52 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Johnson Financial Group Inc (Wisconsin) held 23,100 shares of American Electric Power worth $3.03M as of Q1 2026.
  • Johnson Financial Group Inc (Wisconsin) bought 3,029 American Electric Power shares in Q1 2026, an estimated $379K.
  • American Electric Power made up 0.11% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q1 2026, its #100 holding.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in American Electric Power in Q2 2013 and has held it in 52 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2026, filed 7 May 2026.