Potentia Wealth’s American Electric Power AEP Stock Holding History

Potentia Wealth’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	–	Sell	-1,810	Closed	-$209K	–	91
2025 Q4	$209K	Buy	+1,810	New	+$214K	0.08%	91

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

Potentia Wealth's AEP Position: Q1 2026 in Review

Potentia Wealth sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 1,810 shares — an estimated $209K sold.

Potentia Wealth first reported a position in AEP in Q4 2025 and held it in 1 quarter. The position peaked at $209K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Potentia Wealth reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
Potentia Wealth sold 1,810 American Electric Power shares in Q1 2026, an estimated $209K.
Potentia Wealth first reported a position in American Electric Power in Q4 2025 and held it in 1 quarter.
Potentia Wealth's American Electric Power position peaked at $209K in Q4 2025.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Potentia Wealth's 13F filing for Q1 2026, filed 11 May 2026.