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Newbridge Financial Services Group’s American Electric Power AEP Stock Holding History

Newbridge Financial Services 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 		$139K Sell
1,059
-158
-13% -$19.8K 0.02% 266
2025
Q4 		$140K Buy
1,217
+518
+74% +$61.2K 0.02% 269
2025
Q3 		$78.7K Buy
699
+3
+0.4% +$328 0.01% 426
2025
Q2 		$72.2K Sell
696
-21
-3% -$2.19K 0.01% 434
2025
Q1 		$78.4K Buy
717
+333
+87% +$33.7K 0.02% 292
2024
Q4 		$35.4K Buy
+384
New +$37.2K 0.01% 486
2023
Q4 		– Sell
-304
Closed -$22.9K – 1129
2023
Q3 		$22.9K Buy
304
+2
+0.7% +$163 0.01% 609
2023
Q2 		$25.4K Sell
302
-75
-20% -$6.62K 0.01% 622
2023
Q1 		$34.3K Buy
377
+4
+1% +$366 0.02% 561
2022
Q4 		$35.4K Buy
373
+134
+56% +$12.2K 0.02% 545
2022
Q3 		$21K Buy
239
+101
+73% +$9.98K 0.01% 678
2022
Q2 		$13K Buy
138
+1
+0.7% +$99 0.01% 774
2022
Q1 		$14K Buy
137
+1
+0.7% +$91 0.01% 825
2021
Q4 		$12K Buy
136
+11
+9% +$928 0.01% 865
2021
Q3 		$10K Buy
125
+1
+0.8% +$87 0.01% 864
2021
Q2 		$10K Buy
124
+1
+0.8% +$86 0.01% 975
2021
Q1 		$10K Buy
123
+96
+356% +$7.74K 0.01% 889
2020
Q4 		$2K Buy
+27
New +$2.34K ﹤0.01% 944

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

Newbridge Financial Services Group's AEP Position: Q1 2026 in Review

Newbridge Financial Services Group reduced its American Electric Power (AEP) stake by 13% in Q1 2026, selling an estimated $19.8K and leaving 1,059 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #266.

Newbridge Financial Services Group first reported a position in AEP in Q4 2020 and has held it in 18 quarters since. The position peaked at $140K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Newbridge Financial Services Group held 1,059 shares of American Electric Power worth $139K as of Q1 2026.
  • Newbridge Financial Services Group sold 158 American Electric Power shares in Q1 2026, an estimated $19.8K.
  • American Electric Power made up 0.02% of Newbridge Financial Services Group's portfolio in Q1 2026, its #266 holding.
  • Newbridge Financial Services Group first reported a position in American Electric Power in Q4 2020 and has held it in 18 quarters since.
  • Newbridge Financial Services Group's American Electric Power position peaked at $140K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.