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

Modern 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 		$704K Buy
5,349
+414
+8% +$51.8K 0.01% 495
2025
Q4 		$569K Buy
4,935
+342
+7% +$40.4K 0.01% 509
2025
Q3 		$517K Buy
4,593
+118
+3% +$12.9K 0.01% 499
2025
Q2 		$464K Sell
4,475
-280
-6% -$29.1K 0.01% 496
2025
Q1 		$520K Buy
4,755
+712
+18% +$72.1K 0.02% 413
2024
Q4 		$373K Buy
4,043
+608
+18% +$58.8K 0.01% 417
2024
Q3 		$352K Buy
3,435
+565
+20% +$55.1K 0.02% 311
2024
Q2 		$252K Buy
2,870
+257
+10% +$22.5K 0.02% 342
2024
Q1 		$225K Buy
+2,613
New +$212K 0.02% 274

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

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

Modern Wealth Management increased its American Electric Power (AEP) stake by 8.4% in Q1 2026, buying an estimated $51.8K and bringing the position to 5,349 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #495.

Modern Wealth Management first reported a position in AEP in Q1 2024 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Modern Wealth Management held 5,349 shares of American Electric Power worth $704K as of Q1 2026.
  • Modern Wealth Management bought 414 American Electric Power shares in Q1 2026, an estimated $51.8K.
  • American Electric Power made up 0.01% of Modern Wealth Management's portfolio in Q1 2026, its #495 holding.
  • Modern Wealth Management first reported a position in American Electric Power in Q1 2024 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.