McKinley Carter Wealth Services’s American Electric Power AEP Stock Holding History

McKinley Carter Wealth 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	$628K	Sell	4,792 -1,457	-23%	-$182K	0.04%	202
2025 Q4	$721K	Buy	6,249 +1	+0%	+$118	0.04%	195
2025 Q3	$703K	Hold	6,248	–	–	0.04%	193
2025 Q2	$648K	Buy	6,248 +1,810	+41%	+$188K	0.04%	192
2025 Q1	$485K	Buy	4,438 +14	+0.3%	+$1.42K	0.03%	207
2024 Q4	$408K	Sell	4,424 -46	-1%	-$4.45K	0.03%	222
2024 Q3	$459K	Sell	4,470 -6	-0.1%	-$586	0.03%	217
2024 Q2	$393K	Buy	4,476 +9	+0.2%	+$787	0.03%	228
2024 Q1	$385K	Sell	4,467 -68	-1%	-$5.53K	0.03%	232
2023 Q4	$368K	Buy	4,535 +1	+0%	+$78	0.03%	232
2023 Q3	$341K	Buy	4,534 +2	+0%	+$163	0.03%	235
2023 Q2	$382K	Buy	4,532 +138	+3%	+$12.2K	0.03%	231
2023 Q1	$400K	Sell	4,394 -319	-7%	-$29.2K	0.03%	225
2022 Q4	$448K	Buy	4,713 +885	+23%	+$80.6K	0.04%	211
2022 Q3	$331K	Buy	3,828 +158	+4%	+$15.6K	0.03%	227
2022 Q2	$352K	Buy	3,670 +50	+1%	+$4.96K	0.03%	228
2022 Q1	$361K	Sell	3,620 -349	-9%	-$31.9K	0.03%	224
2021 Q4	$353K	Sell	3,969 -316	-7%	-$26.7K	0.03%	226
2021 Q3	$348K	Buy	4,285 +160	+4%	+$14K	0.03%	224
2021 Q2	$349K	Sell	4,125 -33	-0.8%	-$2.84K	0.03%	225
2021 Q1	$352K	Buy	4,158 +186	+5%	+$15K	0.03%	222
2020 Q4	$331K	Buy	3,972 +828	+26%	+$71.9K	0.04%	199
2020 Q3	$257K	Buy	3,144 +4	+0.1%	+$329	0.06%	127
2020 Q2	$250K	Buy	3,140 +144	+5%	+$11.8K	0.06%	126
2020 Q1	$240K	Sell	2,996 -5	-0.2%	-$473	0.07%	125
2019 Q4	$284K	Sell	3,001 -238	-7%	-$22K	0.07%	138
2019 Q3	$303K	Buy	3,239 +4	+0.1%	+$363	0.08%	136
2019 Q2	$285K	Buy	3,235 +323	+11%	+$27.8K	0.08%	137
2019 Q1	$244K	Sell	2,912 -4,119	-59%	-$328K	0.07%	137
2018 Q4	$526K	Sell	7,031 -229	-3%	-$17.2K	0.17%	98
2018 Q3	$515K	Sell	7,260 -221	-3%	-$15.7K	0.15%	96
2018 Q2	$518K	Hold	7,481	–	–	0.17%	94
2018 Q1	$513K	Sell	7,481 -579	-7%	-$39K	0.17%	94
2017 Q4	$593K	Buy	8,060 +4,162	+107%	+$311K	0.2%	89
2017 Q3	$274K	Buy	3,898 +457	+13%	+$32.6K	0.11%	126
2017 Q2	$239K	Sell	3,441 -158	-4%	-$11K	0.11%	118
2017 Q1	$242K	Sell	3,599 -333	-8%	-$21.6K	0.11%	111
2016 Q4	$248K	Buy	3,932 +46	+1%	+$2.84K	0.13%	108
2016 Q3	$250K	Buy	3,886 +171	+5%	+$11.5K	0.13%	104
2016 Q2	$260K	Buy	3,715 +208	+6%	+$13.6K	0.14%	106
2016 Q1	$233K	Buy	3,507 +61	+2%	+$3.77K	0.13%	114
2015 Q4	$201K	Buy	+3,446	New	+$195K	0.12%	112
2015 Q3	–	Sell	-4,524	Closed	-$240K	–	111
2015 Q2	$240K	Sell	4,524 -527	-10%	-$29.2K	0.13%	111
2015 Q1	$284K	Buy	+5,051	New	+$300K	0.18%	92
2014 Q1	–	Sell	-4,767	Closed	-$223K	–	95
2013 Q4	$223K	Buy	4,767 +125	+3%	+$5.77K	0.22%	100
2013 Q3	$201K	Buy	+4,642	New	+$206K	0.24%	88

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

McKinley Carter Wealth Services's AEP Position: Q1 2026 in Review

McKinley Carter Wealth Services reduced its American Electric Power (AEP) stake by 23% in Q1 2026, selling an estimated $182K and leaving 4,792 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #202.

McKinley Carter Wealth Services first reported a position in AEP in Q3 2013 and has held it in 46 quarters since. The position peaked at $721K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

McKinley Carter Wealth Services held 4,792 shares of American Electric Power worth $628K as of Q1 2026.
McKinley Carter Wealth Services sold 1,457 American Electric Power shares in Q1 2026, an estimated $182K.
American Electric Power made up 0.04% of McKinley Carter Wealth Services's portfolio in Q1 2026, its #202 holding.
McKinley Carter Wealth Services first reported a position in American Electric Power in Q3 2013 and has held it in 46 quarters since.
McKinley Carter Wealth Services's American Electric Power position peaked at $721K in Q4 2025.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.