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Legacy Wealth Management (Idaho)’s American Electric Power AEP Stock Holding History

Legacy Wealth Management (Idaho)’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 		$39.8K Buy
304
+73
+32% +$9.13K 0.02% 297
2025
Q4 		$26.6K Buy
231
+154
+200% +$18.2K 0.01% 292
2025
Q3 		$8.66K Buy
+77
New +$8.43K ﹤0.01% 365
2024
Q4 		– Sell
-273
Closed -$25.5K – 756
2024
Q3 		$25.5K Buy
+273
New +$26.6K 0.01% 184

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

Legacy Wealth Management (Idaho)'s AEP Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its American Electric Power (AEP) stake by 32% in Q1 2026, buying an estimated $9.13K and bringing the position to 304 shares worth $39.8K. The position accounts for 0.02% of the portfolio, ranked #297.

Legacy Wealth Management (Idaho) first reported a position in AEP in Q3 2024 and has held it in 4 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 304 shares of American Electric Power worth $39.8K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 73 American Electric Power shares in Q1 2026, an estimated $9.13K.
  • American Electric Power made up 0.02% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #297 holding.
  • Legacy Wealth Management (Idaho) first reported a position in American Electric Power in Q3 2024 and has held it in 4 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.