Mark Sheptoff Financial Planning’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 | $1.27M | Sell |
9,250
-1,425
| -13% | -$178K | 0.67% | 28 |
|
|
2025
Q4 | $1.23M | Buy |
10,675
+1,100
| +11% | +$130K | 0.59% | 29 |
|
|
2025
Q3 | $1.08M | Buy |
9,575
+250
| +3% | +$27.4K | 0.52% | 31 |
|
|
2025
Q2 | $968K | Buy |
9,325
+200
| +2% | +$20.8K | 0.52% | 34 |
|
|
2025
Q1 | $997K | Hold |
9,125
| – | – | 0.55% | 35 |
|
|
2024
Q4 | $842K | Hold |
9,125
| – | – | 0.45% | 42 |
|
|
2024
Q3 | $936K | Buy |
9,125
+200
| +2% | +$19.5K | 0.5% | 38 |
|
|
2024
Q2 | $783K | Buy |
8,925
+100
| +1% | +$8.75K | 0.44% | 46 |
|
|
2024
Q1 | $760K | Buy |
8,825
+4,700
| +114% | +$382K | 0.42% | 44 |
|
|
2023
Q4 | $335K | Buy |
4,125
+1,300
| +46% | +$101K | 0.2% | 63 |
|
|
2023
Q3 | $212K | Sell |
2,825
-19,166
| -87% | -$1.56M | 0.14% | 83 |
|
|
2023
Q2 | $1.85M | Sell |
21,991
-119
| -0.5% | -$10.5K | 1.06% | 21 |
|
|
2023
Q1 | $2.01M | Sell |
22,110
-246
| -1% | -$22.5K | 1.17% | 21 |
|
|
2022
Q4 | $2.12M | Sell |
22,356
-971
| -4% | -$88.4K | 1.24% | 18 |
|
|
2022
Q3 | $2.02M | Buy |
23,327
+1,953
| +9% | +$193K | 1.23% | 18 |
|
|
2022
Q2 | $2.05M | Sell |
21,374
-96
| -0.4% | -$9.51K | 1.18% | 18 |
|
|
2022
Q1 | $2.14M | Buy |
21,470
+704
| +3% | +$64.3K | 1.08% | 21 |
|
|
2021
Q4 | $1.85M | Sell |
20,766
-141
| -0.7% | -$11.9K | 0.88% | 23 |
|
|
2021
Q3 | $1.7M | Sell |
20,907
-646
| -3% | -$56.4K | 0.93% | 21 |
|
|
2021
Q2 | $1.82M | Sell |
21,553
-96
| -0.4% | -$8.27K | 0.98% | 23 |
|
|
2021
Q1 | $1.83M | Sell |
21,649
-113
| -0.5% | -$9.11K | 1.05% | 22 |
|
|
2020
Q4 | $1.81M | Sell |
21,762
-641
| -3% | -$55.6K | 1.03% | 23 |
|
|
2020
Q3 | $1.83M | Sell |
22,403
-1,151
| -5% | -$94.8K | 1.13% | 21 |
|
|
2020
Q2 | $1.88M | Sell |
23,554
-1,497
| -6% | -$122K | 1.22% | 21 |
|
|
2020
Q1 | $2M | Sell |
25,051
-3,946
| -14% | -$373K | 1.52% | 17 |
|
|
2019
Q4 | $2.74M | Buy |
28,997
+5,078
| +21% | +$469K | 1.73% | 14 |
|
|
2019
Q3 | $2.24M | Buy |
23,919
+2,033
| +9% | +$185K | 1.51% | 18 |
|
|
2019
Q2 | $1.93M | Buy |
21,886
+5,103
| +30% | +$440K | 1.31% | 19 |
|
|
2019
Q1 | $1.41M | Buy |
16,783
+6,654
| +66% | +$529K | 1.01% | 25 |
|
|
2018
Q4 | $757K | Buy |
10,129
+903
| +10% | +$67.8K | 0.63% | 34 |
|
|
2018
Q3 | $654K | Sell |
9,226
-353
| -4% | -$25.1K | 0.45% | 46 |
|
|
2018
Q2 | $663K | Sell |
9,579
-1,595
| -14% | -$107K | 0.49% | 47 |
|
|
2018
Q1 | $766K | Sell |
11,174
-5,061
| -31% | -$341K | 0.53% | 47 |
|
|
2017
Q4 | $1.19M | Sell |
16,235
-2,695
| -14% | -$201K | 0.78% | 35 |
|
|
2017
Q3 | $1.33M | Buy |
18,930
+105
| +0.6% | +$7.48K | 0.89% | 30 |
|
|
2017
Q2 | $1.31M | Buy |
18,825
+9,749
| +107% | +$677K | 0.9% | 29 |
|
|
2017
Q1 | $609K | Buy |
9,076
+5,926
| +188% | +$384K | 0.43% | 58 |
|
|
2016
Q4 | $198K | Hold |
3,150
| – | – | 0.15% | 100 |
|
|
2016
Q3 | $202K | Hold |
3,150
| – | – | 0.15% | 102 |
|
|
2016
Q2 | $221K | Hold |
3,150
| – | – | 0.17% | 85 |
|
|
2016
Q1 | $209K | Buy |
3,150
+2,350
| +294% | +$145K | 0.17% | 83 |
|
|
2015
Q4 | $47K | Sell |
800
-79
| -9% | -$4.48K | 0.04% | 168 |
|
|
2015
Q3 | $50K | Buy |
879
+79
| +10% | +$4.38K | 0.04% | 159 |
|
|
2015
Q2 | $42K | Hold |
800
| – | – | 0.03% | 177 |
|
|
2015
Q1 | $45K | Hold |
800
| – | – | 0.04% | 172 |
|
|
2014
Q4 | $49K | Hold |
800
| – | – | 0.04% | 171 |
|
|
2014
Q3 | $42K | Sell |
800
-104
| -12% | -$5.5K | 0.04% | 178 |
|
|
2014
Q2 | $50K | Buy |
904
+1
| +0.1% | +$53 | 0.04% | 176 |
|
|
2014
Q1 | $46K | Buy |
+903
| New | +$43.9K | 0.04% | 185 |
|
Other funds holding AEP
VCM
VPM
Mark Sheptoff Financial Planning's AEP Position: Q1 2026 in Review
Mark Sheptoff Financial Planning reduced its American Electric Power (AEP) stake by 13% in Q1 2026, selling an estimated $178K and leaving 9,250 shares worth $1.27M. The position accounts for 0.67% of the portfolio, ranked #28.
Mark Sheptoff Financial Planning first reported a position in AEP in Q1 2014 and has held it in 49 quarters since. The position peaked at $2.74M in Q4 2019. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- Mark Sheptoff Financial Planning held 9,250 shares of American Electric Power worth $1.27M as of Q1 2026.
- Mark Sheptoff Financial Planning sold 1,425 American Electric Power shares in Q1 2026, an estimated $178K.
- American Electric Power made up 0.67% of Mark Sheptoff Financial Planning's portfolio in Q1 2026, its #28 holding.
- Mark Sheptoff Financial Planning first reported a position in American Electric Power in Q1 2014 and has held it in 49 quarters since.
- Mark Sheptoff Financial Planning's American Electric Power position peaked at $2.74M in Q4 2019.
- 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on Mark Sheptoff Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.