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Navalign LLC’s American Electric Power AEP Stock Holding History

Navalign LLC’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 		$1.39M Buy
10,607
+67
+0.6% +$8.38K 0.35% 50
2025
Q4 		$1.22M Buy
10,540
+237
+2% +$28K 0.3% 54
2025
Q3 		$1.16M Buy
10,303
+42
+0.4% +$4.59K 0.31% 54
2025
Q2 		$1.06M Sell
10,261
-161
-2% -$16.8K 0.29% 60
2025
Q1 		$1.14M Buy
10,422
+309
+3% +$31.3K 0.32% 53
2024
Q4 		$933K Buy
10,113
+299
+3% +$28.9K 0.27% 60
2024
Q3 		$1.01M Buy
9,814
+406
+4% +$39.6K 0.3% 58
2024
Q2 		$825K Buy
9,408
+346
+4% +$30.3K 0.26% 69
2024
Q1 		$780K Buy
9,062
+513
+6% +$41.7K 0.26% 75
2023
Q4 		$694K Sell
8,549
-25
-0.3% -$1.94K 0.24% 80
2023
Q3 		$645K Sell
8,574
-78
-0.9% -$6.35K 0.24% 82
2023
Q2 		$729K Sell
8,652
-101
-1% -$8.92K 0.29% 66
2023
Q1 		$796K Sell
8,753
-54
-0.6% -$4.94K 0.33% 58
2022
Q4 		$836K Sell
8,807
-132
-1% -$12K 0.34% 63
2022
Q3 		$773K Buy
8,939
+67
+0.8% +$6.62K 0.35% 51
2022
Q2 		$851K Sell
8,872
-166
-2% -$16.5K 0.37% 54
2022
Q1 		$900K Sell
9,038
-320
-3% -$29.2K 0.38% 55
2021
Q4 		$833K Sell
9,358
-224
-2% -$18.9K 0.33% 68
2021
Q3 		$778K Sell
9,582
-67
-0.7% -$5.85K 0.33% 69
2021
Q2 		$816K Buy
9,649
+19
+0.2% +$1.64K 0.35% 67
2021
Q1 		$816K Buy
+9,630
New +$776K 0.36% 61

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

Navalign LLC's AEP Position: Q1 2026 in Review

Navalign LLC increased its American Electric Power (AEP) stake by 0.64% in Q1 2026, buying an estimated $8.38K and bringing the position to 10,607 shares worth $1.39M. The position accounts for 0.35% of the portfolio, ranked #50.

Navalign LLC first reported a position in AEP in Q1 2021 and has held it in 21 quarters since. 1,924 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Navalign LLC held 10,607 shares of American Electric Power worth $1.39M as of Q1 2026.
  • Navalign LLC bought 67 American Electric Power shares in Q1 2026, an estimated $8.38K.
  • American Electric Power made up 0.35% of Navalign LLC's portfolio in Q1 2026, its #50 holding.
  • Navalign LLC first reported a position in American Electric Power in Q1 2021 and has held it in 21 quarters since.
  • 1,924 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.