MGIA
AEP icon

Moneta Group Investment Advisors’s American Electric Power AEP Stock Holding History

Moneta Group Investment Advisors’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 		$570K Buy
4,352
+380
+10% +$47.5K ﹤0.01% 479
2025
Q4 		$458K Buy
3,972
+262
+7% +$30.9K ﹤0.01% 523
2025
Q3 		$417K Sell
3,710
-266
-7% -$29.1K ﹤0.01% 545
2025
Q2 		$413K Buy
3,976
+720
+22% +$74.9K ﹤0.01% 482
2025
Q1 		$356K Buy
3,256
+394
+14% +$39.9K ﹤0.01% 491
2024
Q4 		$264K Buy
+2,862
New +$277K ﹤0.01% 565
2023
Q4 		– Sell
-3,268
Closed -$246K – 566
2023
Q3 		$246K Buy
3,268
+359
+12% +$29.2K 0.01% 443
2023
Q2 		$245K Sell
2,909
-65
-2% -$5.74K 0.01% 461
2023
Q1 		$271K Buy
2,974
+678
+30% +$62K 0.01% 442
2022
Q4 		$216K Sell
2,296
-526
-19% -$47.9K 0.01% 425
2022
Q3 		$244K Sell
2,822
-378
-12% -$37.4K 0.01% 388
2022
Q2 		$307K Buy
3,200
+323
+11% +$32K 0.01% 382
2022
Q1 		$287K Sell
2,877
-461
-14% -$42.1K 0.01% 364
2021
Q4 		$297K Buy
3,338
+382
+13% +$32.2K 0.01% 382
2021
Q3 		$240K Buy
2,956
+332
+13% +$29K 0.01% 400
2021
Q2 		$222K Buy
+2,624
New +$226K 0.01% 416
2018
Q2 		– Sell
-60
Closed -$4K – 389
2018
Q1 		$4K Hold
60
– – ﹤0.01% 522
2017
Q4 		$4K Buy
+60
New +$4.48K ﹤0.01% 374

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

Moneta Group Investment Advisors's AEP Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its American Electric Power (AEP) stake by 9.6% in Q1 2026, buying an estimated $47.5K and bringing the position to 4,352 shares worth $570K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Moneta Group Investment Advisors first reported a position in AEP in Q4 2017 and has held it in 18 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Moneta Group Investment Advisors held 4,352 shares of American Electric Power worth $570K as of Q1 2026.
  • Moneta Group Investment Advisors bought 380 American Electric Power shares in Q1 2026, an estimated $47.5K.
  • American Electric Power made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #479 holding.
  • Moneta Group Investment Advisors first reported a position in American Electric Power in Q4 2017 and has held it in 18 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.