LF
AEP icon

Lantz Financial’s American Electric Power AEP Stock Holding History

Lantz Financial’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 		– Sell
-2,877
Closed -$332K – 240
2025
Q4 		$332K Sell
2,877
-558
-16% -$65.9K 0.07% 199
2025
Q3 		$386K Buy
3,435
+132
+4% +$14.4K 0.09% 180
2025
Q2 		$343K Buy
3,303
+38
+1% +$3.95K 0.09% 171
2025
Q1 		$357K Buy
3,265
+16
+0.5% +$1.62K 0.1% 165
2024
Q4 		$300K Buy
3,249
+115
+4% +$11.1K 0.08% 179
2024
Q3 		$322K Sell
3,134
-460
-13% -$44.9K 0.09% 176
2024
Q2 		$315K Sell
3,594
-14
-0.4% -$1.23K 0.1% 161
2024
Q1 		$311K Buy
3,608
+106
+3% +$8.62K 0.1% 162
2023
Q4 		$284K Buy
3,502
+16
+0.5% +$1.24K 0.1% 163
2023
Q3 		$262K Buy
3,486
+60
+2% +$4.88K 0.1% 156
2023
Q2 		$288K Buy
3,426
+386
+13% +$34.1K 0.11% 148
2023
Q1 		$277K Buy
3,040
+831
+38% +$76K 0.12% 140
2022
Q4 		$210K Buy
+2,209
New +$201K 0.1% 172
2022
Q3 		– Sell
-2,111
Closed -$203K – 164
2022
Q2 		$203K Sell
2,111
-1,084
-34% -$107K 0.09% 161
2022
Q1 		$319K Buy
3,195
+277
+9% +$25.3K 0.13% 131
2021
Q4 		$260K Buy
2,918
+256
+10% +$21.6K 0.12% 135
2021
Q3 		$216K Buy
2,662
+105
+4% +$9.16K 0.11% 137
2021
Q2 		$216K Buy
+2,557
New +$220K 0.11% 137

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

Lantz Financial's AEP Position: Q1 2026 in Review

Lantz Financial sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 2,877 shares — an estimated $332K sold.

Lantz Financial first reported a position in AEP in Q2 2021 and held it in 18 quarters. The position peaked at $386K in Q3 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Lantz Financial reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • Lantz Financial sold 2,877 American Electric Power shares in Q1 2026, an estimated $332K.
  • Lantz Financial first reported a position in American Electric Power in Q2 2021 and held it in 18 quarters.
  • Lantz Financial's American Electric Power position peaked at $386K in Q3 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Lantz Financial's 13F filing for Q1 2026, filed 9 Apr 2026.