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Kestra Advisory Services’s American Electric Power AEP Stock Holding History

Kestra Advisory Services’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 		$18.3M Buy
139,464
+23,279
+20% +$2.91M 0.07% 287
2025
Q4 		$13.4M Buy
116,185
+15,797
+16% +$1.87M 0.06% 339
2025
Q3 		$11.3M Buy
100,388
+44,450
+79% +$4.86M 0.05% 358
2025
Q2 		$5.8M Buy
55,938
+5,798
+12% +$603K 0.03% 569
2025
Q1 		$5.48M Sell
50,140
-3,203
-6% -$324K 0.03% 543
2024
Q4 		$4.92M Sell
53,343
-2,857
-5% -$276K 0.03% 587
2024
Q3 		$5.77M Sell
56,200
-788
-1% -$76.9K 0.03% 541
2024
Q2 		$5M Buy
56,988
+9,282
+19% +$812K 0.03% 594
2024
Q1 		$4.11M Buy
47,706
+2,290
+5% +$186K 0.03% 590
2023
Q4 		$3.69M Sell
45,416
-576
-1% -$44.7K 0.03% 555
2023
Q3 		$3.46M Sell
45,992
-1,308
-3% -$106K 0.03% 502
2023
Q2 		$3.98M Buy
47,300
+7,692
+19% +$679K 0.04% 441
2023
Q1 		$3.6M Sell
39,608
-17,007
-30% -$1.56M 0.04% 451
2022
Q4 		$5.38M Buy
56,615
+7,707
+16% +$702K 0.05% 410
2022
Q3 		$4.23M Sell
48,908
-11,440
-19% -$1.13M 0.05% 419
2022
Q2 		$5.79M Buy
60,348
+16,274
+37% +$1.61M 0.06% 332
2022
Q1 		$4.4M Sell
44,074
-904
-2% -$82.6K 0.05% 410
2021
Q4 		$4M Sell
44,978
-343
-0.8% -$28.9K 0.04% 430
2021
Q3 		$3.68M Buy
45,321
+1,469
+3% +$128K 0.04% 492
2021
Q2 		$3.71M Buy
43,852
+761
+2% +$65.5K 0.04% 445
2021
Q1 		$3.65M Sell
43,091
-547
-1% -$44.1K 0.05% 401
2020
Q4 		$3.56M Buy
43,638
+14,839
+52% +$1.29M 0.04% 421
2020
Q3 		$2.36M Buy
+28,799
New +$2.37M 0.04% 389

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

Kestra Advisory Services's AEP Position: Q1 2026 in Review

Kestra Advisory Services increased its American Electric Power (AEP) stake by 20% in Q1 2026, buying an estimated $2.91M and bringing the position to 139,464 shares worth $18.3M. The position accounts for 0.07% of the portfolio, ranked #287.

Kestra Advisory Services first reported a position in AEP in Q3 2020 and has held it in 23 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Kestra Advisory Services held 139,464 shares of American Electric Power worth $18.3M as of Q1 2026.
  • Kestra Advisory Services bought 23,279 American Electric Power shares in Q1 2026, an estimated $2.91M.
  • American Electric Power made up 0.07% of Kestra Advisory Services's portfolio in Q1 2026, its #287 holding.
  • Kestra Advisory Services first reported a position in American Electric Power in Q3 2020 and has held it in 23 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.