PGF
AEP icon

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

Plan Group Financial’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 		$3.07M Buy
23,414
+2,011
+9% +$252K 0.72% 45
2025
Q4 		$2.47M Buy
21,403
+1,092
+5% +$129K 0.64% 45
2025
Q3 		$2.29M Buy
20,311
+2,558
+14% +$280K 0.61% 55
2025
Q2 		$1.84M Buy
17,753
+2,061
+13% +$214K 0.61% 51
2025
Q1 		$1.71M Buy
15,692
+4,665
+42% +$473K 0.61% 42
2024
Q4 		$1.02M Buy
11,027
+1,265
+13% +$122K 0.54% 43
2024
Q3 		$1M Buy
9,762
+875
+10% +$85.4K 0.53% 40
2024
Q2 		$780K Buy
8,887
+4,073
+85% +$356K 0.48% 48
2024
Q1 		$415K Buy
4,814
+1,544
+47% +$126K 0.27% 58
2023
Q4 		$266K Buy
3,270
+123
+4% +$9.55K 0.23% 57
2023
Q3 		$237K Buy
+3,147
New +$256K 0.17% 62
2022
Q2 		$231K Buy
+2,409
New +$239K 0.4% 47

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

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

Plan Group Financial increased its American Electric Power (AEP) stake by 9.4% in Q1 2026, buying an estimated $252K and bringing the position to 23,414 shares worth $3.07M. The position accounts for 0.72% of the portfolio, ranked #45.

Plan Group Financial first reported a position in AEP in Q2 2022 and has held it in 12 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Plan Group Financial held 23,414 shares of American Electric Power worth $3.07M as of Q1 2026.
  • Plan Group Financial bought 2,011 American Electric Power shares in Q1 2026, an estimated $252K.
  • American Electric Power made up 0.72% of Plan Group Financial's portfolio in Q1 2026, its #45 holding.
  • Plan Group Financial first reported a position in American Electric Power in Q2 2022 and has held it in 12 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Plan Group Financial's 13F filing for Q1 2026, filed 13 Apr 2026.