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Safe Harbor Fiduciary’s American Electric Power AEP Stock Holding History

Safe Harbor Fiduciary’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
-320
Closed -$36.9K – 61
2025
Q4 		$36.9K Buy
+320
New +$37.8K 0.03% 107
2025
Q2 		$33.2K Hold
320
– – 0.03% 121
2025
Q1 		$35K Hold
320
– – 0.04% 109
2024
Q4 		$29.5K Hold
320
– – 0.03% 112
2024
Q3 		$32.8K Buy
+320
New +$31.2K 0.03% 111

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

Safe Harbor Fiduciary's AEP Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 320 shares — an estimated $36.9K sold.

Safe Harbor Fiduciary first reported a position in AEP in Q3 2024 and held it in 5 quarters. The position peaked at $36.9K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Safe Harbor Fiduciary reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • Safe Harbor Fiduciary sold 320 American Electric Power shares in Q1 2026, an estimated $36.9K.
  • Safe Harbor Fiduciary first reported a position in American Electric Power in Q3 2024 and held it in 5 quarters.
  • Safe Harbor Fiduciary's American Electric Power position peaked at $36.9K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.