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Ritholtz Wealth Management’s American Electric Power AEP Stock Holding History

Ritholtz Wealth Management’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 		$878K Buy
6,698
+1,258
+23% +$157K 0.02% 585
2025
Q4 		$627K Buy
5,440
+969
+22% +$114K 0.01% 646
2025
Q3 		$503K Buy
4,471
+815
+22% +$89.2K 0.01% 679
2025
Q2 		$379K Buy
3,656
+1,260
+53% +$131K 0.01% 721
2025
Q1 		$262K Buy
+2,396
New +$243K 0.01% 784
2022
Q4 		– Sell
-3,657
Closed -$316K – 579
2022
Q3 		$316K Buy
+3,657
New +$362K 0.02% 527

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

Ritholtz Wealth Management's AEP Position: Q1 2026 in Review

Ritholtz Wealth Management increased its American Electric Power (AEP) stake by 23% in Q1 2026, buying an estimated $157K and bringing the position to 6,698 shares worth $878K. The position accounts for 0.02% of the portfolio, ranked #585.

Ritholtz Wealth Management first reported a position in AEP in Q3 2022 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Ritholtz Wealth Management held 6,698 shares of American Electric Power worth $878K as of Q1 2026.
  • Ritholtz Wealth Management bought 1,258 American Electric Power shares in Q1 2026, an estimated $157K.
  • American Electric Power made up 0.02% of Ritholtz Wealth Management's portfolio in Q1 2026, its #585 holding.
  • Ritholtz Wealth Management first reported a position in American Electric Power in Q3 2022 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 Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.