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Retirement Guys Formula’s American Electric Power AEP Stock Holding History

Retirement Guys Formula’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 		$1.43M Sell
10,919
-212
-2% -$26.5K 0.66% 62
2025
Q4 		$1.28M Sell
11,131
-364
-3% -$43K 0.59% 67
2025
Q3 		$1.29M Buy
11,495
+254
+2% +$27.8K 0.46% 67
2025
Q2 		$1.17M Buy
11,241
+867
+8% +$90.2K 0.44% 78
2025
Q1 		$1.13M Buy
10,374
+1,591
+18% +$161K 0.56% 71
2024
Q4 		$810K Buy
8,783
+1,034
+13% +$100K 0.41% 74
2024
Q3 		$795K Buy
7,749
+389
+5% +$38K 0.37% 76
2024
Q2 		$646K Buy
7,360
+53
+0.7% +$4.64K 0.31% 87
2024
Q1 		$629K Buy
+7,307
New +$594K 0.31% 88

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

Retirement Guys Formula's AEP Position: Q1 2026 in Review

Retirement Guys Formula reduced its American Electric Power (AEP) stake by 1.9% in Q1 2026, selling an estimated $26.5K and leaving 10,919 shares worth $1.43M. The position accounts for 0.66% of the portfolio, ranked #62.

Retirement Guys Formula first reported a position in AEP in Q1 2024 and has held it in 9 quarters since. 1,924 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Retirement Guys Formula held 10,919 shares of American Electric Power worth $1.43M as of Q1 2026.
  • Retirement Guys Formula sold 212 American Electric Power shares in Q1 2026, an estimated $26.5K.
  • American Electric Power made up 0.66% of Retirement Guys Formula's portfolio in Q1 2026, its #62 holding.
  • Retirement Guys Formula first reported a position in American Electric Power in Q1 2024 and has held it in 9 quarters since.
  • 1,924 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Retirement Guys Formula's 13F filing for Q1 2026, filed 22 Apr 2026.