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

Principle 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 		$4.36M Buy
33,254
+30
+0.1% +$3.75K 0.25% 80
2025
Q4 		$3.83M Sell
33,224
-50
-0.2% -$5.91K 0.22% 85
2025
Q3 		$3.74M Sell
33,274
-570
-2% -$62.4K 0.22% 83
2025
Q2 		$3.51M Sell
33,844
-1,411
-4% -$147K 0.22% 85
2025
Q1 		$3.85M Buy
35,255
+335
+1% +$33.9K 0.28% 85
2024
Q4 		$3.22M Buy
34,920
+3,865
+12% +$374K 0.23% 95
2024
Q3 		$3.19M Hold
31,055
– – 0.23% 99
2024
Q2 		$2.72M Buy
31,055
+1,025
+3% +$89.7K 0.21% 105
2024
Q1 		$2.59M Buy
30,030
+10,137
+51% +$824K 0.2% 108
2023
Q4 		$1.62M Buy
19,893
+1,060
+6% +$82.3K 0.14% 127
2023
Q3 		$1.42M Buy
18,833
+323
+2% +$26.3K 0.14% 125
2023
Q2 		$1.56M Buy
18,510
+1
+0% +$88 0.16% 114
2023
Q1 		$1.68M Sell
18,509
-888
-5% -$81.2K 0.18% 108
2022
Q4 		$1.84M Buy
19,397
+5,962
+44% +$543K 0.21% 98
2022
Q3 		$1.16K Buy
13,435
+475
+4% +$47K 0.11% 111
2022
Q2 		$1.24M Buy
12,960
+2
+0% +$198 0.15% 114
2022
Q1 		$1.29M Buy
12,958
+1
+0% +$91 0.14% 120
2021
Q4 		$1.15M Buy
12,957
+3,452
+36% +$291K 0.12% 126
2021
Q3 		$772K Buy
9,505
+27
+0.3% +$2.36K 0.09% 152
2021
Q2 		$802K Buy
9,478
+3,302
+53% +$284K 0.09% 148
2021
Q1 		$523K Buy
6,176
+1,849
+43% +$149K 0.06% 187
2020
Q4 		$360K Buy
4,327
+1,513
+54% +$131K 0.05% 208
2020
Q3 		$230K Sell
2,814
-230
-8% -$18.9K 0.06% 136
2020
Q2 		$242K Hold
3,044
– – 0.07% 130
2020
Q1 		$243K Hold
3,044
– – 0.09% 119
2019
Q4 		$288K Hold
3,044
– – 0.09% 130
2019
Q3 		$285K Buy
3,044
+230
+8% +$20.9K 0.1% 128
2019
Q2 		$248K Hold
2,814
– – 0.13% 118
2019
Q1 		$236K Buy
2,814
+180
+7% +$14.3K 0.14% 112
2018
Q4 		$210K Buy
+2,634
New +$198K 0.18% 107

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

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

Principle Wealth Partners increased its American Electric Power (AEP) stake by 0.09% in Q1 2026, buying an estimated $3.75K and bringing the position to 33,254 shares worth $4.36M. The position accounts for 0.25% of the portfolio, ranked #80.

Principle Wealth Partners first reported a position in AEP in Q4 2018 and has held it in 30 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Principle Wealth Partners held 33,254 shares of American Electric Power worth $4.36M as of Q1 2026.
  • Principle Wealth Partners bought 30 American Electric Power shares in Q1 2026, an estimated $3.75K.
  • American Electric Power made up 0.25% of Principle Wealth Partners's portfolio in Q1 2026, its #80 holding.
  • Principle Wealth Partners first reported a position in American Electric Power in Q4 2018 and has held it in 30 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.