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Safeguard Investment Advisory Group’s American Electric Power AEP Stock Holding History

Safeguard Investment 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 		$344K Sell
2,621
-107
-4% -$13.4K 0.09% 87
2025
Q4 		$315K Buy
2,728
+67
+3% +$7.91K 0.08% 98
2025
Q3 		$299K Buy
2,661
+189
+8% +$20.7K 0.07% 104
2025
Q2 		$256K Buy
2,472
+37
+2% +$3.85K 0.06% 115
2025
Q1 		$266K Buy
2,435
+21
+0.9% +$2.13K 0.07% 109
2024
Q4 		$223K Buy
2,414
+100
+4% +$9.68K 0.06% 101
2024
Q3 		$237K Sell
2,314
-3
-0.1% -$293 0.07% 94
2024
Q2 		$203K Buy
+2,317
New +$203K 0.06% 100
2021
Q1 		– Sell
-187
Closed -$15K – 92
2020
Q4 		$15K Buy
+187
New +$16.2K 0.01% 342

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

Safeguard Investment Advisory Group's AEP Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its American Electric Power (AEP) stake by 3.9% in Q1 2026, selling an estimated $13.4K and leaving 2,621 shares worth $344K. The position accounts for 0.09% of the portfolio, ranked #87.

Safeguard Investment Advisory Group first reported a position in AEP in Q4 2020 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Safeguard Investment Advisory Group held 2,621 shares of American Electric Power worth $344K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 107 American Electric Power shares in Q1 2026, an estimated $13.4K.
  • American Electric Power made up 0.09% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #87 holding.
  • Safeguard Investment Advisory Group first reported a position in American Electric Power in Q4 2020 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.