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LeClair Wealth Partners’s American Electric Power AEP Stock Holding History

LeClair Wealth Partners’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
-2,874
Closed -$331K – 106
2025
Q4 		$331K Hold
2,874
– – 0.19% 72
2025
Q3 		$323K Hold
2,874
– – 0.2% 67
2025
Q2 		$298K Hold
2,874
– – 0.2% 76
2025
Q1 		$314K Hold
2,874
– – 0.23% 74
2024
Q4 		$265K Buy
+2,874
New +$278K 0.18% 84

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

LeClair Wealth Partners's AEP Position: Q1 2026 in Review

LeClair Wealth Partners sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 2,874 shares — an estimated $331K sold.

LeClair Wealth Partners first reported a position in AEP in Q4 2024 and held it in 5 quarters. The position peaked at $331K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • LeClair Wealth Partners reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 2,874 American Electric Power shares in Q1 2026, an estimated $331K.
  • LeClair Wealth Partners first reported a position in American Electric Power in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's American Electric Power position peaked at $331K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.