Level Four Advisory Services’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.33M Sell
10,150
-225
-2% -$28.2K 0.04% 371
2025
Q4
$1.2M Sell
10,375
-1,254
-11% -$148K 0.04% 371
2025
Q3
$1.31M Sell
11,629
-749
-6% -$82K 0.04% 348
2025
Q2
$1.28M Sell
12,378
-253
-2% -$26.3K 0.05% 337
2025
Q1
$1.38M Buy
12,631
+1,084
+9% +$110K 0.06% 297
2024
Q4
$1.07M Buy
11,547
+277
+2% +$26.8K 0.04% 329
2024
Q3
$1.11M Sell
11,270
-250
-2% -$24.4K 0.05% 326
2024
Q2
$1.01M Sell
11,520
-2,058
-15% -$180K 0.05% 331
2024
Q1
$1.1M Hold
13,578
0.06% 281
2023
Q4
$1.1M Buy
13,578
+2,489
+22% +$193K 0.06% 280
2023
Q3
$834K Sell
11,089
-2,856
-20% -$232K 0.05% 321
2023
Q2
$1.17M Buy
13,945
+2,180
+19% +$193K 0.07% 261
2023
Q1
$1.07M Buy
11,765
+948
+9% +$86.7K 0.07% 266
2022
Q4
$1.03M Buy
10,817
+5,227
+94% +$476K 0.08% 243
2022
Q3
$483K Sell
5,590
-477
-8% -$47.2K 0.05% 313
2022
Q2
$582K Sell
6,067
-424
-7% -$42K 0.05% 309
2022
Q1
$648K Buy
6,491
+54
+0.8% +$4.93K 0.05% 329
2021
Q4
$573K Buy
6,437
+866
+16% +$73.1K 0.04% 353
2021
Q3
$452K Sell
5,571
-1,231
-18% -$107K 0.05% 307
2021
Q2
$575K Sell
6,802
-15
-0.2% -$1.29K 0.04% 369
2021
Q1
$577K Buy
6,817
+210
+3% +$16.9K 0.04% 358
2020
Q4
$550K Sell
6,607
-1,319
-17% -$114K 0.04% 354
2020
Q3
$648K Sell
7,926
-1,246
-14% -$103K 0.05% 305
2020
Q2
$733K Buy
9,172
+815
+10% +$66.5K 0.06% 305
2020
Q1
$670K Buy
8,357
+524
+7% +$49.5K 0.08% 264
2019
Q4
$780K Sell
7,833
-2,919
-27% -$270K 0.03% 311
2019
Q3
$1.01M Buy
10,752
+120
+1% +$10.9K 0.1% 206
2019
Q2
$937K Buy
10,632
+82
+0.8% +$7.07K 0.09% 209
2019
Q1
$883K Sell
10,550
-339
-3% -$27K 0.1% 206
2018
Q4
$814K Sell
10,889
-225
-2% -$16.9K 0.1% 203
2018
Q3
$788K Buy
11,114
+3,542
+47% +$252K 0.09% 244
2018
Q2
$524K Sell
7,572
-1,884
-20% -$127K 0.04% 374
2018
Q1
$649K Sell
9,456
-1,201
-11% -$80.9K 0.05% 320
2017
Q4
$784K Sell
10,657
-495
-4% -$37K 0.06% 285
2017
Q3
$783K Buy
11,152
+1,733
+18% +$123K 0.07% 267
2017
Q2
$639K Sell
9,419
-2,500
-21% -$174K 0.1% 212
2017
Q1
$807K Buy
11,919
+2,347
+25% +$152K 0.08% 238
2016
Q4
$603K Buy
+9,572
New +$590K 0.08% 240

Other funds holding AEP

Level Four Advisory Services's AEP Position: Q1 2026 in Review

Level Four Advisory Services reduced its American Electric Power (AEP) stake by 2.2% in Q1 2026, selling an estimated $28.2K and leaving 10,150 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #371.

Level Four Advisory Services first reported a position in AEP in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.38M in Q1 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Level Four Advisory Services held 10,150 shares of American Electric Power worth $1.33M as of Q1 2026.
  • Level Four Advisory Services sold 225 American Electric Power shares in Q1 2026, an estimated $28.2K.
  • American Electric Power made up 0.04% of Level Four Advisory Services's portfolio in Q1 2026, its #371 holding.
  • Level Four Advisory Services first reported a position in American Electric Power in Q4 2016 and has held it in 38 quarters since.
  • Level Four Advisory Services's American Electric Power position peaked at $1.38M in Q1 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Level Four Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.