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

Quotient 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 		$390K Sell
2,976
-226
-7% -$28.3K 0.01% 235
2025
Q4 		$369K Sell
3,202
-1
-0% -$118 0.01% 246
2025
Q3 		$360K Buy
3,203
+10
+0.3% +$1.09K 0.01% 248
2025
Q2 		$331K Buy
3,193
+111
+4% +$11.5K 0.01% 255
2025
Q1 		$337K Buy
3,082
+185
+6% +$18.7K 0.01% 234
2024
Q4 		$267K Buy
2,897
+383
+15% +$37.1K 0.01% 267
2024
Q3 		$258K Buy
2,514
+219
+10% +$21.4K 0.01% 276
2024
Q2 		$201K Buy
+2,295
New +$201K 0.01% 303

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

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

Quotient Wealth Partners reduced its American Electric Power (AEP) stake by 7.1% in Q1 2026, selling an estimated $28.3K and leaving 2,976 shares worth $390K. The position accounts for 0.01% of the portfolio, ranked #235.

Quotient Wealth Partners first reported a position in AEP in Q2 2024 and has held it in 8 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Quotient Wealth Partners held 2,976 shares of American Electric Power worth $390K as of Q1 2026.
  • Quotient Wealth Partners sold 226 American Electric Power shares in Q1 2026, an estimated $28.3K.
  • American Electric Power made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #235 holding.
  • Quotient Wealth Partners first reported a position in American Electric Power in Q2 2024 and has held it in 8 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.