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Measured Wealth Private Client Group’s American Electric Power AEP Stock Holding History

Measured Wealth Private Client Group’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 		$34K Hold
259
– – 0.01% 355
2025
Q4 		$29.9K Hold
259
– – 0.01% 390
2025
Q3 		$29.1K Buy
+259
New +$28.3K 0.01% 395
2018
Q4 		– Sell
-237
Closed -$17K – 112
2018
Q3 		$17K Buy
+237
New +$16.9K 0.01% 543

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

Measured Wealth Private Client Group's AEP Position: Q1 2026 in Review

Measured Wealth Private Client Group held its American Electric Power (AEP) position steady in Q1 2026 at 259 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #355.

Measured Wealth Private Client Group first reported a position in AEP in Q3 2018 and has held it in 4 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Measured Wealth Private Client Group held 259 shares of American Electric Power worth $34K as of Q1 2026.
  • Measured Wealth Private Client Group left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #355 holding.
  • Measured Wealth Private Client Group first reported a position in American Electric Power in Q3 2018 and has held it in 4 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.