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Lifeworks Advisors’s American Electric Power AEP Stock Holding History

Lifeworks 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 		$424K Sell
3,238
-114
-3% -$14.3K 0.05% 213
2025
Q4 		$386K Sell
3,352
-186
-5% -$22K 0.05% 237
2025
Q3 		$398K Buy
+3,538
New +$387K 0.05% 229
2025
Q2 		– Sell
-3,723
Closed -$407K – 313
2025
Q1 		$407K Buy
3,723
+541
+17% +$54.8K 0.07% 207
2024
Q4 		$293K Buy
+3,182
New +$308K 0.05% 238
2023
Q4 		– Sell
-2,997
Closed -$225K – 197
2023
Q3 		$225K Buy
+2,997
New +$244K 0.09% 170

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

Lifeworks Advisors's AEP Position: Q1 2026 in Review

Lifeworks Advisors reduced its American Electric Power (AEP) stake by 3.4% in Q1 2026, selling an estimated $14.3K and leaving 3,238 shares worth $424K. The position accounts for 0.05% of the portfolio, ranked #213.

Lifeworks Advisors first reported a position in AEP in Q3 2023 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Lifeworks Advisors held 3,238 shares of American Electric Power worth $424K as of Q1 2026.
  • Lifeworks Advisors sold 114 American Electric Power shares in Q1 2026, an estimated $14.3K.
  • American Electric Power made up 0.05% of Lifeworks Advisors's portfolio in Q1 2026, its #213 holding.
  • Lifeworks Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 6 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.