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ORG Wealth Partners’s American Electric Power AEP Stock Holding History

ORG Wealth Partners’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 		$78.8K Buy
600
+500
+500% +$62.6K 0.02% 299
2025
Q4 		$11.6K Hold
100
– – ﹤0.01% 453
2025
Q3 		$11.4K Hold
100
– – ﹤0.01% 451
2025
Q2 		$10.5K Hold
100
– – ﹤0.01% 488
2025
Q1 		$10.9K Buy
+100
New +$10.1K ﹤0.01% 525

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

ORG Wealth Partners's AEP Position: Q1 2026 in Review

ORG Wealth Partners increased its American Electric Power (AEP) stake by 500% in Q1 2026, buying an estimated $62.6K and bringing the position to 600 shares worth $78.8K. The position accounts for 0.02% of the portfolio, ranked #299.

ORG Wealth Partners first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • ORG Wealth Partners held 600 shares of American Electric Power worth $78.8K as of Q1 2026.
  • ORG Wealth Partners bought 500 American Electric Power shares in Q1 2026, an estimated $62.6K.
  • American Electric Power made up 0.02% of ORG Wealth Partners's portfolio in Q1 2026, its #299 holding.
  • ORG Wealth Partners first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.