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

Private Wealth Management Group’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 		$5.24K Sell
40
-2
-5% -$250 ﹤0.01% 753
2025
Q4 		$4.84K Sell
42
-3
-7% -$354 ﹤0.01% 788
2025
Q3 		$5.06K Hold
45
– – ﹤0.01% 787
2025
Q2 		$4.67K Hold
45
– – ﹤0.01% 782
2025
Q1 		$4.92K Sell
45
-17
-27% -$1.72K ﹤0.01% 731
2024
Q4 		$5.72K Buy
62
+14
+29% +$1.35K ﹤0.01% 690
2024
Q3 		$4.92K Hold
48
– – ﹤0.01% 742
2024
Q2 		$4.21K Hold
48
– – ﹤0.01% 768
2024
Q1 		$4.13K Sell
48
-162
-77% -$13.2K ﹤0.01% 684
2023
Q4 		$17.1K Buy
+210
New +$16.3K 0.01% 289

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 Management Group's AEP Position: Q1 2026 in Review

Private Wealth Management Group reduced its American Electric Power (AEP) stake by 4.8% in Q1 2026, selling an estimated $250 and leaving 40 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #753.

Private Wealth Management Group first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $17.1K in Q4 2023. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Private Wealth Management Group held 40 shares of American Electric Power worth $5.24K as of Q1 2026.
  • Private Wealth Management Group sold 2 American Electric Power shares in Q1 2026, an estimated $250.
  • American Electric Power made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #753 holding.
  • Private Wealth Management Group first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's American Electric Power position peaked at $17.1K in Q4 2023.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.