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Purkiss Capital Advisors’s American Electric Power AEP Stock Holding History

Purkiss Capital 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 		$1.45M Buy
11,088
+2,485
+29% +$311K 0.64% 42
2025
Q4 		$992K Sell
8,603
-490
-5% -$57.9K 0.47% 46
2025
Q3 		$1.02M Buy
9,093
+813
+10% +$89K 0.49% 48
2025
Q2 		$859K Buy
8,280
+3,876
+88% +$403K 0.48% 44
2025
Q1 		$481K Buy
4,404
+865
+24% +$87.6K 0.36% 52
2024
Q4 		$326K Buy
+3,539
New +$342K 0.28% 62

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

Purkiss Capital Advisors's AEP Position: Q1 2026 in Review

Purkiss Capital Advisors increased its American Electric Power (AEP) stake by 29% in Q1 2026, buying an estimated $311K and bringing the position to 11,088 shares worth $1.45M. The position accounts for 0.64% of the portfolio, ranked #42.

Purkiss Capital Advisors first reported a position in AEP in Q4 2024 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Purkiss Capital Advisors held 11,088 shares of American Electric Power worth $1.45M as of Q1 2026.
  • Purkiss Capital Advisors bought 2,485 American Electric Power shares in Q1 2026, an estimated $311K.
  • American Electric Power made up 0.64% of Purkiss Capital Advisors's portfolio in Q1 2026, its #42 holding.
  • Purkiss Capital Advisors first reported a position in American Electric Power in Q4 2024 and has held it in 6 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Purkiss Capital Advisors's 13F filing for Q1 2026, filed 4 May 2026.