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Oxford Financial Group’s American Electric Power AEP Stock Holding History

Oxford Financial 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 		$1.14M Sell
8,670
-56
-0.6% -$7.01K 0.06% 93
2025
Q4 		$1.01M Buy
8,726
+65
+0.8% +$7.68K 0.06% 91
2025
Q3 		$974K Buy
8,661
+2
+0% +$219 0.06% 94
2025
Q2 		$898K Sell
8,659
-100
-1% -$10.4K 0.05% 88
2025
Q1 		$957K Sell
8,759
-875
-9% -$88.6K 0.07% 85
2024
Q4 		$889K Sell
9,634
-22
-0.2% -$2.13K 0.06% 101
2024
Q3 		$991K Sell
9,656
-363
-4% -$35.4K 0.06% 91
2024
Q2 		$879K Buy
10,019
+552
+6% +$48.3K 0.06% 98
2024
Q1 		$815K Buy
9,467
+107
+1% +$8.7K 0.06% 92
2023
Q4 		$760K Buy
9,360
+8
+0.1% +$621 0.06% 101
2023
Q3 		$703K Sell
9,352
-42
-0.4% -$3.42K 0.06% 99
2023
Q2 		$791K Buy
9,394
+668
+8% +$59K 0.08% 92
2023
Q1 		$794K Buy
8,726
+20
+0.2% +$1.83K 0.09% 80
2022
Q4 		$827K Buy
8,706
+230
+3% +$20.9K 0.1% 78
2022
Q3 		$733K Sell
8,476
-42
-0.5% -$4.15K 0.11% 77
2022
Q2 		$817K Buy
8,518
+42
+0.5% +$4.16K 0.12% 77
2022
Q1 		$846K Hold
8,476
– – 0.11% 84
2021
Q4 		$754K Hold
8,476
– – 0.08% 96
2021
Q3 		$688K Hold
8,476
– – 0.09% 95
2021
Q2 		$717K Buy
8,476
+28
+0.3% +$2.41K 0.1% 92
2021
Q1 		$716K Hold
8,448
– – 0.1% 89
2020
Q4 		$703K Hold
8,448
– – 0.1% 85
2020
Q3 		$690K Hold
8,448
– – 0.11% 77
2020
Q2 		$673K Hold
8,448
– – 0.11% 76
2020
Q1 		$676K Buy
+8,448
New +$799K 0.14% 65

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

Oxford Financial Group's AEP Position: Q1 2026 in Review

Oxford Financial Group reduced its American Electric Power (AEP) stake by 0.64% in Q1 2026, selling an estimated $7.01K and leaving 8,670 shares worth $1.14M. The position accounts for 0.06% of the portfolio, ranked #93.

Oxford Financial Group first reported a position in AEP in Q1 2020 and has held it in 25 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Oxford Financial Group held 8,670 shares of American Electric Power worth $1.14M as of Q1 2026.
  • Oxford Financial Group sold 56 American Electric Power shares in Q1 2026, an estimated $7.01K.
  • American Electric Power made up 0.06% of Oxford Financial Group's portfolio in Q1 2026, its #93 holding.
  • Oxford Financial Group first reported a position in American Electric Power in Q1 2020 and has held it in 25 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.