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Richard W. Paul & Associates’s American Electric Power AEP Stock Holding History

Richard W. Paul & Associates’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 		– Sell
-104
Closed -$12K – 301
2025
Q4 		$12K Sell
104
-43
-29% -$5.08K ﹤0.01% 214
2025
Q3 		$16.5K Sell
147
-2
-1% -$219 0.01% 212
2025
Q2 		$15.5K Buy
149
+1
+0.7% +$104 0.01% 230
2025
Q1 		$16.2K Buy
148
+1
+0.7% +$101 0.01% 222
2024
Q4 		$13.6K Sell
147
-1
-0.7% -$97 ﹤0.01% 287
2024
Q3 		$15.2K Sell
148
-34
-19% -$3.32K 0.01% 281
2024
Q2 		$16K Buy
182
+1
+0.6% +$87 0.01% 272
2024
Q1 		$15.6K Sell
181
-2
-1% -$163 0.01% 288
2023
Q4 		$14.9K Sell
183
-42
-19% -$3.26K 0.01% 278
2023
Q3 		$16.9K Sell
225
-17
-7% -$1.38K 0.01% 257
2023
Q2 		$20.4K Buy
242
+31
+15% +$2.74K 0.01% 267
2023
Q1 		$19.2K Buy
211
+87
+70% +$7.96K 0.01% 271
2022
Q4 		$11.8K Buy
+124
New +$11.3K 0.01% 311

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

Richard W. Paul & Associates's AEP Position: Q1 2026 in Review

Richard W. Paul & Associates sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 104 shares — an estimated $12K sold.

Richard W. Paul & Associates first reported a position in AEP in Q4 2022 and held it in 13 quarters. The position peaked at $20.4K in Q2 2023. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Richard W. Paul & Associates reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • Richard W. Paul & Associates sold 104 American Electric Power shares in Q1 2026, an estimated $12K.
  • Richard W. Paul & Associates first reported a position in American Electric Power in Q4 2022 and held it in 13 quarters.
  • Richard W. Paul & Associates's American Electric Power position peaked at $20.4K in Q2 2023.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Richard W. Paul & Associates's 13F filing for Q1 2026, filed 13 May 2026.