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Leo Wealth LLC’s American Electric Power AEP Stock Holding History

Leo Wealth LLC’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 		$1.71M Buy
13,017
+357
+3% +$44.7K 0.12% 139
2025
Q4 		$1.46M Buy
12,660
+3,894
+44% +$460K 0.11% 151
2025
Q3 		$986K Buy
8,766
+3,787
+76% +$414K 0.13% 128
2025
Q2 		$517K Buy
+4,979
New +$518K 0.04% 227
2025
Q1 		– Sell
-4,069
Closed -$375K – 271
2024
Q4 		$375K Sell
4,069
-20
-0.5% -$1.94K 0.03% 261
2024
Q3 		$420K Sell
4,089
-468
-10% -$45.7K 0.04% 246
2024
Q2 		$398K Sell
4,557
-372
-8% -$32.5K 0.04% 242
2024
Q1 		$420K Buy
4,929
+86
+2% +$6.99K 0.04% 234
2023
Q4 		$401K Buy
+4,843
New +$376K 0.04% 225

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

Leo Wealth LLC's AEP Position: Q1 2026 in Review

Leo Wealth LLC increased its American Electric Power (AEP) stake by 2.8% in Q1 2026, buying an estimated $44.7K and bringing the position to 13,017 shares worth $1.71M. The position accounts for 0.12% of the portfolio, ranked #139.

Leo Wealth LLC first reported a position in AEP in Q4 2023 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Leo Wealth LLC held 13,017 shares of American Electric Power worth $1.71M as of Q1 2026.
  • Leo Wealth LLC bought 357 American Electric Power shares in Q1 2026, an estimated $44.7K.
  • American Electric Power made up 0.12% of Leo Wealth LLC's portfolio in Q1 2026, its #139 holding.
  • Leo Wealth LLC first reported a position in American Electric Power in Q4 2023 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

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