LAS
AEP icon

Lloyd Advisory Services’s American Electric Power AEP Stock Holding History

Lloyd Advisory Services’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 		$52.7K Sell
402
-487
-55% -$60.9K 0.02% 271
2025
Q4 		$102K Buy
+889
New +$105K 0.04% 181
2024
Q2 		– Sell
-9,745
Closed -$839K – 96
2024
Q1 		$839K Buy
9,745
+6,652
+215% +$541K 0.18% 97
2023
Q4 		$251K Buy
+3,093
New +$240K 0.12% 108
2022
Q2 		– Sell
-2,048
Closed -$204K – 78
2022
Q1 		$204K Buy
2,048
+29
+1% +$2.65K 0.1% 90
2021
Q4 		$180K Buy
2,019
+32
+2% +$2.7K 0.08% 96
2021
Q3 		$161K Buy
1,987
+75
+4% +$6.55K 0.08% 94
2021
Q2 		$162K Buy
1,912
+395
+26% +$34K 0.08% 86
2021
Q1 		$128K Buy
1,517
+229
+18% +$18.5K 0.07% 90
2020
Q4 		$107K Buy
1,288
+251
+24% +$21.8K 0.06% 80
2020
Q3 		$85K Buy
1,037
+296
+40% +$24.4K 0.05% 82
2020
Q2 		$59K Buy
+741
New +$60.5K 0.04% 96
2020
Q1 		– Sell
-63
Closed -$6K – 266
2019
Q4 		$6K Buy
+63
New +$5.82K 0.01% 236

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

Lloyd Advisory Services's AEP Position: Q1 2026 in Review

Lloyd Advisory Services reduced its American Electric Power (AEP) stake by 55% in Q1 2026, selling an estimated $60.9K and leaving 402 shares worth $52.7K. The position accounts for 0.02% of the portfolio, ranked #271.

Lloyd Advisory Services first reported a position in AEP in Q4 2019 and has held it in 13 quarters since. The position peaked at $839K in Q1 2024. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Lloyd Advisory Services held 402 shares of American Electric Power worth $52.7K as of Q1 2026.
  • Lloyd Advisory Services sold 487 American Electric Power shares in Q1 2026, an estimated $60.9K.
  • American Electric Power made up 0.02% of Lloyd Advisory Services's portfolio in Q1 2026, its #271 holding.
  • Lloyd Advisory Services first reported a position in American Electric Power in Q4 2019 and has held it in 13 quarters since.
  • Lloyd Advisory Services's American Electric Power position peaked at $839K in Q1 2024.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

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