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RD Lewis Holdings’s American Electric Power AEP Stock Holding History

RD Lewis Holdings’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 		$2.78M Sell
20,247
-255
-1% -$31.9K 2.41% 14
2025
Q4 		$2.47M Buy
20,502
+1,209
+6% +$143K 2.11% 16
2025
Q3 		$2.37M Buy
19,293
+120
+0.6% +$13.1K 2.22% 17
2025
Q2 		$2.18M Buy
19,173
+747
+4% +$77.7K 2.2% 14
2025
Q1 		$1.98M Buy
18,426
+415
+2% +$42K 2.25% 15
2024
Q4 		$1.81M Buy
+18,011
New +$1.74M 1.99% 18

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

RD Lewis Holdings's AEP Position: Q1 2026 in Review

RD Lewis Holdings reduced its American Electric Power (AEP) stake by 1.2% in Q1 2026, selling an estimated $31.9K and leaving 20,247 shares worth $2.78M. The position accounts for 2.41% of the portfolio, ranked #14.

RD Lewis Holdings 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.

  • RD Lewis Holdings held 20,247 shares of American Electric Power worth $2.78M as of Q1 2026.
  • RD Lewis Holdings sold 255 American Electric Power shares in Q1 2026, an estimated $31.9K.
  • American Electric Power made up 2.41% of RD Lewis Holdings's portfolio in Q1 2026, its #14 holding.
  • RD Lewis Holdings 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 RD Lewis Holdings's 13F filing for Q1 2026, filed 14 Apr 2026.