OneAscent Financial Services’s American Electric Power AEP Stock Holding History

OneAscent Financial Services’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	$772K	Buy	+5,890	New	+$737K	0.04%	267
2025 Q3	–	Sell	-5,192	Closed	-$542K	–	398
2025 Q2	$542K	Sell	5,192 -5,228	-50%	-$544K	0.04%	294
2025 Q1	$1.13M	Buy	10,420 +5,303	+104%	+$537K	0.07%	177
2024 Q4	$472K	Buy	5,117 +1,143	+29%	+$111K	0.04%	266
2024 Q3	$408K	Sell	3,974 -1,511	-28%	-$147K	0.29%	87
2024 Q2	$481K	Sell	5,485 -126	-2%	-$11K	0.07%	154
2024 Q1	$483K	Sell	5,611 -207	-4%	-$16.8K	0.05%	207
2023 Q4	$473K	Buy	+5,818	New	+$452K	0.06%	196

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

OneAscent Financial Services's AEP Position: Q1 2026 in Review

OneAscent Financial Services opened a new position in American Electric Power (AEP) in Q1 2026: 5,890 shares worth $772K. The stake represents 0.04% of the portfolio and ranks #267 among its holdings. This is a return to the name: OneAscent Financial Services previously reported a position in AEP as recently as Q2 2025.

OneAscent Financial Services first reported a position in AEP in Q4 2023 and has held it in 8 quarters since. The position peaked at $1.13M in Q1 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

OneAscent Financial Services held 5,890 shares of American Electric Power worth $772K as of Q1 2026.
American Electric Power was a new OneAscent Financial Services position in Q1 2026.
American Electric Power made up 0.04% of OneAscent Financial Services's portfolio in Q1 2026, its #267 holding.
OneAscent Financial Services first reported a position in American Electric Power in Q4 2023 and has held it in 8 quarters since.
OneAscent Financial Services's American Electric Power position peaked at $1.13M in Q1 2025.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on OneAscent Financial Services's 13F filing for Q1 2026, filed 21 Apr 2026.