Key Financial Inc’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$189K Hold
1,444
0.03% 298
2025
Q4
$167K Buy
1,444
+91
+7% +$10.7K 0.03% 320
2025
Q3
$153K Sell
1,353
-14
-1% -$1.53K 0.03% 332
2025
Q2
$142K Hold
1,367
0.03% 328
2025
Q1
$149K Sell
1,367
-356
-21% -$36.1K 0.03% 303
2024
Q4
$159K Buy
1,723
+239
+16% +$23.1K 0.04% 283
2024
Q3
$152K Buy
1,484
+14
+1% +$1.37K 0.03% 284
2024
Q2
$129K Hold
1,470
0.03% 295
2024
Q1
$127K Hold
1,470
0.03% 277
2023
Q4
$119K Hold
1,470
0.03% 277
2023
Q3
$111K Sell
1,470
-50
-3% -$4.07K 0.04% 268
2023
Q2
$128K Buy
1,520
+50
+3% +$4.42K 0.04% 256
2023
Q1
$134K Sell
1,470
-408
-22% -$37.3K 0.05% 239
2022
Q4
$162K Hold
1,878
0.08% 184
2022
Q3
$162K Hold
1,878
0.08% 186
2022
Q2
$184K Hold
1,878
0.1% 158
2022
Q1
$187K Buy
1,878
+408
+28% +$37.3K 0.09% 171
2021
Q4
$131K Buy
1,470
+216
+17% +$18.2K 0.07% 196
2021
Q3
$102K Hold
1,254
0.06% 222
2021
Q2
$111K Hold
1,254
0.06% 214
2021
Q1
$106K Sell
1,254
-97
-7% -$7.82K 0.07% 188
2020
Q4
$112K Buy
+1,351
New +$117K 0.08% 171
2020
Q2
Sell
-1,351
Closed -$113K 107
2020
Q1
$113K Buy
+1,351
New +$128K 0.12% 138

Other funds holding AEP

Key Financial Inc's AEP Position: Q1 2026 in Review

Key Financial Inc held its American Electric Power (AEP) position steady in Q1 2026 at 1,444 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #298.

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

  • Key Financial Inc held 1,444 shares of American Electric Power worth $189K as of Q1 2026.
  • Key Financial Inc left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #298 holding.
  • Key Financial Inc first reported a position in American Electric Power in Q1 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 Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.