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NewEdge Wealth’s American Electric Power AEP Stock Holding History

NewEdge Wealth’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 		$850K Sell
6,485
-977
-13% -$122K 0.01% 662
2025
Q4 		$860K Buy
7,462
+3,631
+95% +$429K 0.01% 674
2025
Q3 		$459K Buy
3,831
+803
+27% +$87.9K 0.01% 772
2025
Q2 		$344K Sell
3,028
-597
-16% -$62.1K 0.01% 796
2025
Q1 		$396K Sell
3,625
-435
-11% -$44.1K 0.01% 711
2024
Q4 		$374K Sell
4,060
-216
-5% -$20.9K 0.01% 705
2024
Q3 		$439K Buy
4,276
+1,617
+61% +$158K 0.01% 649
2024
Q2 		$233K Sell
2,659
-705
-21% -$61.7K 0.01% 697
2024
Q1 		$297K Sell
3,364
-100
-3% -$8.13K 0.01% 666
2023
Q4 		$281K Sell
3,464
-176
-5% -$13.7K 0.01% 635
2023
Q3 		$274K Sell
3,640
-8,942
-71% -$728K 0.01% 561
2023
Q2 		$1.06M Buy
12,582
+9,756
+345% +$862K 0.04% 342
2023
Q1 		$257K Sell
2,826
-2,279
-45% -$208K 0.01% 533
2022
Q4 		$485K Buy
5,105
+1,861
+57% +$169K 0.02% 372
2022
Q3 		$280K Sell
3,244
-7,030
-68% -$695K 0.01% 440
2022
Q2 		$986K Buy
10,274
+7,677
+296% +$761K 0.04% 290
2022
Q1 		$259K Sell
2,597
-292
-10% -$26.7K 0.01% 377
2021
Q4 		$257K Buy
+2,889
New +$244K 0.01% 358
2021
Q3 		– Sell
-33,292
Closed -$2.82M – 284
2021
Q2 		$2.82M Buy
33,292
+3,493
+12% +$301K 0.22% 103
2021
Q1 		$2.52M Buy
29,799
+21,086
+242% +$1.7M 0.25% 91
2020
Q4 		$726K Buy
+8,713
New +$756K 0.22% 100

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

NewEdge Wealth's AEP Position: Q1 2026 in Review

NewEdge Wealth reduced its American Electric Power (AEP) stake by 13% in Q1 2026, selling an estimated $122K and leaving 6,485 shares worth $850K. The position accounts for 0.01% of the portfolio, ranked #662.

NewEdge Wealth first reported a position in AEP in Q4 2020 and has held it in 21 quarters since. The position peaked at $2.82M in Q2 2021. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • NewEdge Wealth held 6,485 shares of American Electric Power worth $850K as of Q1 2026.
  • NewEdge Wealth sold 977 American Electric Power shares in Q1 2026, an estimated $122K.
  • American Electric Power made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #662 holding.
  • NewEdge Wealth first reported a position in American Electric Power in Q4 2020 and has held it in 21 quarters since.
  • NewEdge Wealth's American Electric Power position peaked at $2.82M in Q2 2021.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.