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Lebenthal Global Advisors’s American Electric Power AEP Stock Holding History

Lebenthal Global 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 		$385K Buy
2,935
+11
+0.4% +$1.38K 0.06% 166
2025
Q4 		$337K Buy
2,924
+253
+9% +$29.9K 0.05% 163
2025
Q3 		$301K Sell
2,671
-3
-0.1% -$328 0.05% 174
2025
Q2 		$277K Buy
2,674
+7
+0.3% +$728 0.05% 169
2025
Q1 		$291K Buy
+2,667
New +$270K 0.05% 166
2024
Q4 		– Sell
-2,162
Closed -$222K – 191
2024
Q3 		$222K Buy
+2,162
New +$211K 0.05% 173
2023
Q1 		– Sell
-2,119
Closed -$201K – 114
2022
Q4 		$201K Buy
+2,119
New +$193K 0.07% 126
2021
Q1 		– Sell
-2,169
Closed -$180K – 141
2020
Q4 		$180K Buy
+2,169
New +$188K 0.13% 102

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

Lebenthal Global Advisors's AEP Position: Q1 2026 in Review

Lebenthal Global Advisors increased its American Electric Power (AEP) stake by 0.38% in Q1 2026, buying an estimated $1.38K and bringing the position to 2,935 shares worth $385K. The position accounts for 0.06% of the portfolio, ranked #166.

Lebenthal Global Advisors first reported a position in AEP in Q4 2020 and has held it in 8 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Lebenthal Global Advisors held 2,935 shares of American Electric Power worth $385K as of Q1 2026.
  • Lebenthal Global Advisors bought 11 American Electric Power shares in Q1 2026, an estimated $1.38K.
  • American Electric Power made up 0.06% of Lebenthal Global Advisors's portfolio in Q1 2026, its #166 holding.
  • Lebenthal Global Advisors first reported a position in American Electric Power in Q4 2020 and has held it in 8 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.