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Regal Investment Advisors’s American Electric Power AEP Stock Holding History

Regal Investment 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
2019
Q2 		– Sell
-700
Closed -$59K – 320
2019
Q1 		$59K Buy
+700
New +$55.7K 0.01% 313

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

Regal Investment Advisors's AEP Position: Q1 2026 in Review

Regal Investment Advisors increased its American Electric Power (AEP) stake by 5.6% in Q1 2026, buying an estimated $235K and bringing the position to 35,124 shares worth $4.6M. The position accounts for 0.27% of the portfolio, ranked #103.

Regal Investment Advisors first reported a position in AEP in Q2 2013 and has held it in 48 quarters since. The position peaked at $6.34M in Q2 2019. 1,925 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Regal Investment Advisors held 35,124 shares of American Electric Power worth $4.6M as of Q1 2026.
  • Regal Investment Advisors bought 1,875 American Electric Power shares in Q1 2026, an estimated $235K.
  • American Electric Power made up 0.27% of Regal Investment Advisors's portfolio in Q1 2026, its #103 holding.
  • Regal Investment Advisors first reported a position in American Electric Power in Q2 2013 and has held it in 48 quarters since.
  • Regal Investment Advisors's American Electric Power position peaked at $6.34M in Q2 2019.
  • 1,925 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.