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Pure Financial Advisors’s American Electric Power AEP Stock Holding History

Pure Financial Advisors’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 		$402K Buy
3,069
+644
+27% +$80.6K 0.01% 386
2025
Q4 		$280K Buy
+2,425
New +$286K ﹤0.01% 437

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

Pure Financial Advisors's AEP Position: Q1 2026 in Review

Pure Financial Advisors increased its American Electric Power (AEP) stake by 27% in Q1 2026, buying an estimated $80.6K and bringing the position to 3,069 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #386.

Pure Financial Advisors first reported a position in AEP in Q4 2025 and has held it in 2 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Pure Financial Advisors held 3,069 shares of American Electric Power worth $402K as of Q1 2026.
  • Pure Financial Advisors bought 644 American Electric Power shares in Q1 2026, an estimated $80.6K.
  • American Electric Power made up 0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #386 holding.
  • Pure Financial Advisors first reported a position in American Electric Power in Q4 2025 and has held it in 2 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.