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Journey Strategic Wealth’s American Electric Power AEP Stock Holding History

Journey Strategic Wealth’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 		$856K Buy
6,527
+600
+10% +$75.1K 0.02% 215
2025
Q4 		$683K Sell
5,927
-117
-2% -$13.8K 0.02% 242
2025
Q3 		$680K Sell
6,044
-231
-4% -$25.3K 0.02% 232
2025
Q2 		$651K Buy
6,275
+3,706
+144% +$386K 0.02% 236
2025
Q1 		$281K Buy
2,569
+47
+2% +$4.76K 0.01% 354
2024
Q4 		$233K Buy
2,522
+9
+0.4% +$871 0.01% 421
2024
Q3 		$258K Buy
+2,513
New +$245K 0.01% 380
2023
Q1 		– Sell
-2,585
Closed -$245K – 254
2022
Q4 		$245K Sell
2,585
-221
-8% -$20.1K 0.03% 171
2022
Q3 		$243K Buy
+2,806
New +$277K 0.03% 125
2022
Q2 		– Sell
-2,898
Closed -$289K – 131
2022
Q1 		$289K Buy
2,898
+21
+0.7% +$1.92K 0.03% 103
2021
Q4 		$256K Buy
+2,877
New +$243K 0.03% 145

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 Strategic Wealth's AEP Position: Q1 2026 in Review

Journey Strategic Wealth increased its American Electric Power (AEP) stake by 10% in Q1 2026, buying an estimated $75.1K and bringing the position to 6,527 shares worth $856K. The position accounts for 0.02% of the portfolio, ranked #215.

Journey Strategic Wealth first reported a position in AEP in Q4 2021 and has held it in 11 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Journey Strategic Wealth held 6,527 shares of American Electric Power worth $856K as of Q1 2026.
  • Journey Strategic Wealth bought 600 American Electric Power shares in Q1 2026, an estimated $75.1K.
  • American Electric Power made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #215 holding.
  • Journey Strategic Wealth first reported a position in American Electric Power in Q4 2021 and has held it in 11 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.