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JPL Wealth Management’s American Electric Power AEP Stock Holding History

JPL 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 		$33.2K Buy
+253
New +$31.7K 0.01% 304
2025
Q4 		– Sell
-414
Closed -$46.6K – 138
2025
Q3 		$46.6K Buy
+414
New +$45.3K 0.01% 258

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

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

JPL Wealth Management opened a new position in American Electric Power (AEP) in Q1 2026: 253 shares worth $33.2K. The stake represents 0.01% of the portfolio and ranks #304 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in AEP as recently as Q3 2025.

JPL Wealth Management first reported a position in AEP in Q3 2025 and has held it in 2 quarters since. The position peaked at $46.6K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • JPL Wealth Management held 253 shares of American Electric Power worth $33.2K as of Q1 2026.
  • American Electric Power was a new JPL Wealth Management position in Q1 2026.
  • American Electric Power made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #304 holding.
  • JPL Wealth Management first reported a position in American Electric Power in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's American Electric Power position peaked at $46.6K in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.