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Kingswood Wealth Advisors’s American Electric Power AEP Stock Holding History

Kingswood Wealth Advisors’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 		$2.06M Buy
15,714
+431
+3% +$53.9K 0.1% 234
2025
Q4 		$1.76M Buy
15,283
+2,789
+22% +$329K 0.09% 241
2025
Q3 		$1.41M Buy
12,494
+8,370
+203% +$916K 0.09% 244
2025
Q2 		$428K Buy
4,124
+793
+24% +$82.5K 0.03% 459
2025
Q1 		$364K Buy
3,331
+430
+15% +$43.6K 0.03% 483
2024
Q4 		$268K Sell
2,901
-9,174
-76% -$888K 0.02% 647
2024
Q3 		$1.24M Buy
12,075
+7,568
+168% +$739K 0.09% 253
2024
Q2 		$395K Buy
4,507
+895
+25% +$78.3K 0.04% 445
2024
Q1 		$311K Sell
3,612
-239
-6% -$19.4K 0.04% 465
2023
Q4 		$313K Sell
3,851
-8,844
-70% -$686K 0.04% 463
2023
Q3 		$955K Buy
+12,695
New +$1.03M 0.16% 148

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

Kingswood Wealth Advisors's AEP Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its American Electric Power (AEP) stake by 2.8% in Q1 2026, buying an estimated $53.9K and bringing the position to 15,714 shares worth $2.06M. The position accounts for 0.1% of the portfolio, ranked #234.

Kingswood Wealth Advisors first reported a position in AEP in Q3 2023 and has held it in 11 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Kingswood Wealth Advisors held 15,714 shares of American Electric Power worth $2.06M as of Q1 2026.
  • Kingswood Wealth Advisors bought 431 American Electric Power shares in Q1 2026, an estimated $53.9K.
  • American Electric Power made up 0.1% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #234 holding.
  • Kingswood Wealth Advisors first reported a position in American Electric Power in Q3 2023 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 Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.