RAG
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RIA Advisory Group’s American Electric Power AEP Stock Holding History

RIA Advisory Group’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 		$1.73M Sell
13,233
-20
-0.2% -$2.5K 0.41% 35
2025
Q4 		$1.53M Buy
13,253
+753
+6% +$88.9K 0.37% 42
2025
Q3 		$1.41M Buy
12,500
+4,394
+54% +$481K 0.36% 50
2025
Q2 		$841K Buy
8,106
+2,906
+56% +$302K 0.25% 58
2025
Q1 		$568K Buy
5,200
+1,144
+28% +$116K 0.18% 77
2024
Q4 		$374K Buy
+4,056
New +$393K 0.13% 94
2023
Q1 		– Sell
-10,963
Closed -$1.02M – 122
2022
Q4 		$1.02M Buy
+10,963
New +$998K 0.59% 24

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

RIA Advisory Group's AEP Position: Q1 2026 in Review

RIA Advisory Group reduced its American Electric Power (AEP) stake by 0.15% in Q1 2026, selling an estimated $2.5K and leaving 13,233 shares worth $1.73M. The position accounts for 0.41% of the portfolio, ranked #35.

RIA Advisory Group first reported a position in AEP in Q4 2022 and has held it in 7 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • RIA Advisory Group held 13,233 shares of American Electric Power worth $1.73M as of Q1 2026.
  • RIA Advisory Group sold 20 American Electric Power shares in Q1 2026, an estimated $2.5K.
  • American Electric Power made up 0.41% of RIA Advisory Group's portfolio in Q1 2026, its #35 holding.
  • RIA Advisory Group first reported a position in American Electric Power in Q4 2022 and has held it in 7 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on RIA Advisory Group's 13F filing for Q1 2026, filed 24 Apr 2026.