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Laurel Wealth Advisors (North Carolina)’s American Electric Power AEP Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-563
Closed -$64.9K – 200
2025
Q4 		$64.9K Buy
+563
New +$66.5K 0.01% 296
2025
Q2 		– Sell
-519
Closed -$56.7K – 197
2025
Q1 		$56.7K Hold
519
– – 0.01% 294
2024
Q4 		$47.9K Sell
519
-100
-16% -$9.68K 0.01% 317
2024
Q3 		$63.5K Buy
619
+501
+425% +$48.9K 0.01% 288
2024
Q2 		$10.4K Hold
118
– – ﹤0.01% 428
2024
Q1 		$10.2K Buy
+118
New +$9.59K ﹤0.01% 434
2023
Q4 		– Sell
-75
Closed -$5.64K – 579
2023
Q3 		$5.64K Buy
+75
New +$6.1K ﹤0.01% 443
2021
Q4 		– Sell
-39
Closed -$3K – 665
2021
Q3 		$3K Hold
39
– – ﹤0.01% 529
2021
Q2 		$3K Buy
+39
New +$3.36K ﹤0.01% 594

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s AEP Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 563 shares — an estimated $64.9K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in AEP in Q2 2021 and held it in 9 quarters. The position peaked at $64.9K in Q4 2025. 1,932 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 563 American Electric Power shares in Q1 2026, an estimated $64.9K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in American Electric Power in Q2 2021 and held it in 9 quarters.
  • Laurel Wealth Advisors (North Carolina)'s American Electric Power position peaked at $64.9K in Q4 2025.
  • 1,932 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.