Oak Family Advisors’s American Electric Power AEP Stock Holding History

Oak Family 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	–	Sell	-1,850	Closed	-$213K	–	117
2025 Q4	$213K	Sell	1,850 -150	-8%	-$17.7K	0.06%	98
2025 Q3	$225K	Hold	2,000	–	–	0.06%	97
2025 Q2	$208K	Hold	2,000	–	–	0.07%	92
2025 Q1	$219K	Buy	+2,000	New	+$203K	0.07%	85
2024 Q4	–	Sell	-2,000	Closed	-$205K	–	123
2024 Q3	$205K	Buy	+2,000	New	+$195K	0.06%	121
2023 Q1	–	Sell	-2,126	Closed	-$202K	–	112
2022 Q4	$202K	Buy	+2,126	New	+$194K	0.11%	104
2022 Q3	–	Sell	-2,126	Closed	-$204K	–	119
2022 Q2	$204K	Hold	2,126	–	–	0.1%	121
2022 Q1	$212K	Buy	+2,126	New	+$194K	0.08%	131

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Oak Family Advisors's AEP Position: Q1 2026 in Review

Oak Family Advisors sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 1,850 shares — an estimated $213K sold.

Oak Family Advisors first reported a position in AEP in Q1 2022 and held it in 8 quarters. The position peaked at $225K in Q3 2025. 1,939 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Oak Family Advisors reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
Oak Family Advisors sold 1,850 American Electric Power shares in Q1 2026, an estimated $213K.
Oak Family Advisors first reported a position in American Electric Power in Q1 2022 and held it in 8 quarters.
Oak Family Advisors's American Electric Power position peaked at $225K in Q3 2025.
1,939 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.