LFG
AEP icon

Larson Financial Group’s American Electric Power AEP Stock Holding History

Larson Financial Group’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 		$2.39M Sell
18,220
-230
-1% -$28.8K 0.08% 209
2025
Q4 		$2.13M Buy
18,450
+589
+3% +$69.6K 0.07% 227
2025
Q3 		$2.01M Buy
17,861
+1,839
+11% +$201K 0.07% 225
2025
Q2 		$1.66M Buy
16,022
+4,323
+37% +$450K 0.07% 235
2025
Q1 		$1.28M Buy
11,699
+655
+6% +$66.3K 0.06% 239
2024
Q4 		$1.02M Buy
11,044
+9,006
+442% +$872K 0.05% 239
2024
Q3 		$209K Sell
2,038
-30
-1% -$2.93K 0.01% 566
2024
Q2 		$181K Buy
2,068
+267
+15% +$23.4K 0.01% 501
2024
Q1 		$155K Sell
1,801
-300
-14% -$24.4K 0.01% 461
2023
Q4 		$171K Buy
2,101
+9
+0.4% +$699 0.01% 387
2023
Q3 		$157K Sell
2,092
-118
-5% -$9.6K 0.02% 368
2023
Q2 		$186K Buy
2,210
+418
+23% +$36.9K 0.02% 326
2023
Q1 		$163K Hold
1,792
– – 0.02% 342
2022
Q4 		$170K Sell
1,792
-900
-33% -$81.9K 0.02% 326
2022
Q3 		$233K Buy
2,692
+2,629
+4,173% +$260K 0.03% 257
2022
Q2 		$6K Buy
63
+1
+2% +$99 ﹤0.01% 815
2022
Q1 		$6K Hold
62
– – ﹤0.01% 750
2021
Q4 		$6K Buy
62
+1
+2% +$84 ﹤0.01% 768
2021
Q3 		$5K Sell
61
-518
-89% -$45.2K ﹤0.01% 679
2021
Q2 		$49K Buy
579
+493
+573% +$42.4K 0.01% 278
2021
Q1 		$7K Buy
86
+26
+43% +$2.1K ﹤0.01% 592
2020
Q4 		$5K Buy
60
+1
+2% +$87 ﹤0.01% 559
2020
Q3 		$5K Hold
59
– – ﹤0.01% 519
2020
Q2 		$5K Buy
59
+1
+2% +$82 ﹤0.01% 470
2020
Q1 		$5K Sell
58
-24
-29% -$2.27K ﹤0.01% 357
2019
Q4 		$8K Buy
82
+25
+44% +$2.31K ﹤0.01% 319
2019
Q3 		$5K Hold
57
– – ﹤0.01% 358
2019
Q2 		$5K Hold
57
– – ﹤0.01% 303
2019
Q1 		$5K Buy
57
+1
+2% +$80 ﹤0.01% 287
2018
Q4 		$4K Buy
+56
New +$4.2K ﹤0.01% 287

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

Larson Financial Group's AEP Position: Q1 2026 in Review

Larson Financial Group reduced its American Electric Power (AEP) stake by 1.2% in Q1 2026, selling an estimated $28.8K and leaving 18,220 shares worth $2.39M. The position accounts for 0.08% of the portfolio, ranked #209.

Larson Financial Group first reported a position in AEP in Q4 2018 and has held it in 30 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Larson Financial Group held 18,220 shares of American Electric Power worth $2.39M as of Q1 2026.
  • Larson Financial Group sold 230 American Electric Power shares in Q1 2026, an estimated $28.8K.
  • American Electric Power made up 0.08% of Larson Financial Group's portfolio in Q1 2026, its #209 holding.
  • Larson Financial Group first reported a position in American Electric Power in Q4 2018 and has held it in 30 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.