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Journey Advisory Group’s American Electric Power AEP Stock Holding History

Journey Advisory Group’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 		$298K Buy
2,277
+33
+1% +$4.13K 0.03% 213
2025
Q4 		$259K Hold
2,244
– – 0.02% 238
2025
Q3 		$252K Hold
2,244
– – 0.02% 243
2025
Q2 		$233K Hold
2,244
– – 0.02% 265
2025
Q1 		$245K Sell
2,244
-135
-6% -$13.7K 0.02% 255
2024
Q4 		$209K Hold
2,379
– – 0.03% 223
2024
Q3 		$209K Hold
2,379
– – 0.03% 223
2024
Q2 		$209K Hold
2,379
– – 0.02% 222
2024
Q1 		$205K Buy
+2,379
New +$193K 0.03% 231
2023
Q3 		– Sell
-2,530
Closed -$213K – 215
2023
Q2 		$213K Sell
2,530
-161
-6% -$14.2K 0.03% 219
2023
Q1 		$245K Sell
2,691
-119
-4% -$10.9K 0.04% 213
2022
Q4 		$267K Sell
2,810
-4,510
-62% -$411K 0.07% 193
2022
Q3 		$633K Sell
7,320
-727
-9% -$71.9K 0.16% 123
2022
Q2 		$797K Buy
8,047
+143
+2% +$14.2K 0.18% 116
2022
Q1 		$789K Buy
7,904
+26
+0.3% +$2.38K 0.2% 109
2021
Q4 		$701K Buy
7,878
+1,959
+33% +$165K 0.19% 109
2021
Q3 		$481K Buy
5,919
+15
+0.3% +$1.31K 0.16% 118
2021
Q2 		$499K Buy
5,904
+27
+0.5% +$2.33K 0.16% 118
2021
Q1 		$498K Buy
5,877
+27
+0.5% +$2.18K 0.17% 107
2020
Q4 		$487K Buy
+5,850
New +$508K 0.18% 105

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

Journey Advisory Group's AEP Position: Q1 2026 in Review

Journey Advisory Group increased its American Electric Power (AEP) stake by 1.5% in Q1 2026, buying an estimated $4.13K and bringing the position to 2,277 shares worth $298K. The position accounts for 0.03% of the portfolio, ranked #213.

Journey Advisory Group first reported a position in AEP in Q4 2020 and has held it in 20 quarters since. The position peaked at $797K in Q2 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Journey Advisory Group held 2,277 shares of American Electric Power worth $298K as of Q1 2026.
  • Journey Advisory Group bought 33 American Electric Power shares in Q1 2026, an estimated $4.13K.
  • American Electric Power made up 0.03% of Journey Advisory Group's portfolio in Q1 2026, its #213 holding.
  • Journey Advisory Group first reported a position in American Electric Power in Q4 2020 and has held it in 20 quarters since.
  • Journey Advisory Group's American Electric Power position peaked at $797K in Q2 2022.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Journey Advisory Group's 13F filing for Q1 2026, filed 5 May 2026.