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L.J. Altfest & Co’s American Electric Power AEP Stock Holding History

L.J. Altfest & Co’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 		$343K Sell
2,614
-8
-0.3% -$1K 0.04% 260
2025
Q4 		$302K Sell
2,622
-3
-0.1% -$354 0.03% 284
2025
Q3 		$295K Sell
2,625
-93
-3% -$10.2K 0.03% 288
2025
Q2 		$282K Sell
2,718
-6,785
-71% -$706K 0.03% 291
2025
Q1 		$1.04M Buy
9,503
+1,047
+12% +$106K 0.13% 121
2024
Q4 		$780K Sell
8,456
-3,189
-27% -$309K 0.1% 143
2024
Q3 		$1.2M Buy
+11,645
New +$1.14M 0.16% 110
2023
Q2 		– Sell
-2,282
Closed -$208K – 288
2023
Q1 		$208K Hold
2,282
– – 0.03% 261
2022
Q4 		$217K Buy
+2,282
New +$208K 0.04% 239
2022
Q3 		– Sell
-2,282
Closed -$219K – 259
2022
Q2 		$219K Hold
2,282
– – 0.04% 231
2022
Q1 		$228K Sell
2,282
-38
-2% -$3.47K 0.04% 239
2021
Q4 		$206K Buy
+2,320
New +$196K 0.04% 237
2020
Q2 		– Sell
-3,979
Closed -$318K – 217
2020
Q1 		$318K Hold
3,979
– – 0.1% 130
2019
Q4 		$376K Hold
3,979
– – 0.09% 133
2019
Q3 		$373K Sell
3,979
-150
-4% -$13.6K 0.1% 122
2019
Q2 		$363K Buy
4,129
+150
+4% +$12.9K 0.1% 124
2019
Q1 		$333K Buy
+3,979
New +$316K 0.08% 133
2018
Q4 		– Sell
-3,979
Closed -$282K – 149
2018
Q3 		$282K Hold
3,979
– – 0.08% 142
2018
Q2 		$276K Sell
3,979
-76
-2% -$5.12K 0.1% 138
2018
Q1 		$278K Hold
4,055
– – 0.12% 134
2017
Q4 		$298K Buy
+4,055
New +$303K 0.11% 132

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

L.J. Altfest & Co's AEP Position: Q1 2026 in Review

L.J. Altfest & Co reduced its American Electric Power (AEP) stake by 0.31% in Q1 2026, selling an estimated $1K and leaving 2,614 shares worth $343K. The position accounts for 0.04% of the portfolio, ranked #260.

L.J. Altfest & Co first reported a position in AEP in Q4 2017 and has held it in 21 quarters since. The position peaked at $1.2M in Q3 2024. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • L.J. Altfest & Co held 2,614 shares of American Electric Power worth $343K as of Q1 2026.
  • L.J. Altfest & Co sold 8 American Electric Power shares in Q1 2026, an estimated $1K.
  • American Electric Power made up 0.04% of L.J. Altfest & Co's portfolio in Q1 2026, its #260 holding.
  • L.J. Altfest & Co first reported a position in American Electric Power in Q4 2017 and has held it in 21 quarters since.
  • L.J. Altfest & Co's American Electric Power position peaked at $1.2M in Q3 2024.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.