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Modera Wealth Management’s American Electric Power AEP Stock Holding History

Modera Wealth Management’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 		$691K Sell
5,271
-275
-5% -$34.4K 0.01% 382
2025
Q4 		$639K Buy
5,546
+74
+1% +$8.74K 0.01% 410
2025
Q3 		$616K Sell
5,472
-49
-0.9% -$5.36K 0.01% 422
2025
Q2 		$573K Sell
5,521
-308
-5% -$32K 0.01% 420
2025
Q1 		$637K Sell
5,829
-573
-9% -$58K 0.01% 386
2024
Q4 		$590K Buy
6,402
+548
+9% +$53K 0.01% 405
2024
Q3 		$601K Sell
5,854
-11
-0.2% -$1.07K 0.01% 385
2024
Q2 		$515K Sell
5,865
-568
-9% -$49.7K 0.01% 389
2024
Q1 		$554K Sell
6,433
-16
-0.2% -$1.3K 0.01% 376
2023
Q4 		$524K Buy
6,449
+45
+0.7% +$3.49K 0.01% 370
2023
Q3 		$482K Sell
6,404
-31
-0.5% -$2.52K 0.01% 366
2023
Q2 		$542K Buy
+6,435
New +$568K 0.01% 367

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

Modera Wealth Management's AEP Position: Q1 2026 in Review

Modera Wealth Management reduced its American Electric Power (AEP) stake by 5% in Q1 2026, selling an estimated $34.4K and leaving 5,271 shares worth $691K. The position accounts for 0.01% of the portfolio, ranked #382.

Modera Wealth Management first reported a position in AEP in Q2 2023 and has held it in 12 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Modera Wealth Management held 5,271 shares of American Electric Power worth $691K as of Q1 2026.
  • Modera Wealth Management sold 275 American Electric Power shares in Q1 2026, an estimated $34.4K.
  • American Electric Power made up 0.01% of Modera Wealth Management's portfolio in Q1 2026, its #382 holding.
  • Modera Wealth Management first reported a position in American Electric Power in Q2 2023 and has held it in 12 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.