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S.A. Mason’s American Electric Power AEP Stock Holding History

S.A. Mason’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 		$187K Hold
1,430
– – 0.07% 206
2025
Q4 		$165K Hold
1,430
– – 0.07% 206
2025
Q3 		$161K Hold
1,430
– – 0.07% 203
2025
Q2 		$148K Hold
1,430
– – 0.07% 195
2025
Q1 		$156K Sell
1,430
-25
-2% -$2.53K 0.08% 191
2024
Q4 		$134K Sell
1,455
-10
-0.7% -$968 0.07% 204
2024
Q3 		$150K Hold
1,465
– – 0.08% 188
2024
Q2 		$129K Hold
1,465
– – 0.07% 192
2024
Q1 		$126K Hold
1,465
– – 0.08% 192
2023
Q4 		$119K Hold
1,465
– – 0.08% 187
2023
Q3 		$110K Sell
1,465
-2
-0.1% -$163 0.08% 190
2023
Q2 		$133K Hold
1,467
– – 0.1% 174
2023
Q1 		$133K Hold
1,467
– – 0.1% 174
2022
Q4 		$139K Hold
1,467
– – 0.1% 171
2022
Q3 		$127K Sell
1,467
-5
-0.3% -$494 0.1% 181
2022
Q2 		$141K Buy
1,472
+22
+2% +$2.18K 0.1% 177
2022
Q1 		$145K Hold
1,450
– – 0.09% 182
2021
Q4 		$129K Hold
1,450
– – 0.08% 188
2021
Q3 		$118K Hold
1,450
– – 0.08% 186
2021
Q2 		$123K Buy
1,450
+20
+1% +$1.72K 0.08% 183
2021
Q1 		$121K Buy
+1,430
New +$115K 0.09% 183
2020
Q1 		– Sell
-30
Closed -$3K – 386
2019
Q4 		$3K Buy
+30
New +$2.77K ﹤0.01% 397

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

S.A. Mason's AEP Position: Q1 2026 in Review

S.A. Mason held its American Electric Power (AEP) position steady in Q1 2026 at 1,430 shares worth $187K. The position accounts for 0.07% of the portfolio, ranked #206.

S.A. Mason first reported a position in AEP in Q4 2019 and has held it in 22 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • S.A. Mason held 1,430 shares of American Electric Power worth $187K as of Q1 2026.
  • S.A. Mason left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.07% of S.A. Mason's portfolio in Q1 2026, its #206 holding.
  • S.A. Mason first reported a position in American Electric Power in Q4 2019 and has held it in 22 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on S.A. Mason's 13F filing for Q1 2026, filed 27 Apr 2026.