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Personal CFO Solutions’s American Electric Power AEP Stock Holding History

Personal CFO Solutions’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 		$567K Buy
4,326
+775
+22% +$97K 0.08% 225
2025
Q4 		$409K Buy
3,551
+62
+2% +$7.32K 0.07% 278
2025
Q3 		$392K Buy
3,489
+54
+2% +$5.91K 0.07% 271
2025
Q2 		$356K Buy
3,435
+66
+2% +$6.87K 0.07% 286
2025
Q1 		$368K Buy
3,369
+103
+3% +$10.4K 0.07% 264
2024
Q4 		$301K Sell
3,266
-1,102
-25% -$107K 0.06% 322
2024
Q3 		$448K Buy
4,368
+44
+1% +$4.29K 0.06% 289
2024
Q2 		$379K Buy
4,324
+43
+1% +$3.76K 0.06% 316
2024
Q1 		$369K Sell
4,281
-1,064
-20% -$86.5K 0.06% 344
2023
Q4 		$434K Buy
5,345
+130
+2% +$10.1K 0.08% 266
2023
Q3 		$392K Buy
5,215
+172
+3% +$14K 0.08% 260
2023
Q2 		$425K Buy
5,043
+592
+13% +$52.3K 0.09% 242
2023
Q1 		$405K Buy
4,451
+51
+1% +$4.67K 0.08% 238
2022
Q4 		$418K Buy
4,400
+280
+7% +$25.5K 0.09% 215
2022
Q3 		$356K Sell
4,120
-1,005
-20% -$99.4K 0.09% 217
2022
Q2 		$492K Buy
5,125
+52
+1% +$5.15K 0.12% 158
2022
Q1 		$506K Buy
+5,073
New +$463K 0.1% 197

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

Personal CFO Solutions's AEP Position: Q1 2026 in Review

Personal CFO Solutions increased its American Electric Power (AEP) stake by 22% in Q1 2026, buying an estimated $97K and bringing the position to 4,326 shares worth $567K. The position accounts for 0.08% of the portfolio, ranked #225.

Personal CFO Solutions first reported a position in AEP in Q1 2022 and has held it in 17 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Personal CFO Solutions held 4,326 shares of American Electric Power worth $567K as of Q1 2026.
  • Personal CFO Solutions bought 775 American Electric Power shares in Q1 2026, an estimated $97K.
  • American Electric Power made up 0.08% of Personal CFO Solutions's portfolio in Q1 2026, its #225 holding.
  • Personal CFO Solutions first reported a position in American Electric Power in Q1 2022 and has held it in 17 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.