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Private Wealth Asset Management’s American Electric Power AEP Stock Holding History

Private Wealth Asset Management’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 		$181K Sell
1,381
-4
-0.3% -$500 0.02% 269
2025
Q4 		$160K Hold
1,385
– – 0.02% 284
2025
Q3 		$156K Hold
1,385
– – 0.02% 265
2025
Q2 		$144K Buy
1,385
+4
+0.3% +$416 0.02% 271
2025
Q1 		$151K Buy
+1,381
New +$140K 0.02% 263

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

Private Wealth Asset Management's AEP Position: Q1 2026 in Review

Private Wealth Asset Management reduced its American Electric Power (AEP) stake by 0.29% in Q1 2026, selling an estimated $500 and leaving 1,381 shares worth $181K. The position accounts for 0.02% of the portfolio, ranked #269.

Private Wealth Asset Management first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Private Wealth Asset Management held 1,381 shares of American Electric Power worth $181K as of Q1 2026.
  • Private Wealth Asset Management sold 4 American Electric Power shares in Q1 2026, an estimated $500.
  • American Electric Power made up 0.02% of Private Wealth Asset Management's portfolio in Q1 2026, its #269 holding.
  • Private Wealth Asset Management first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.