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Sage Mountain Advisors’s American Electric Power AEP Stock Holding History

Sage Mountain Advisors’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
-2,325
Closed -$268K – 291
2025
Q4 		$268K Buy
+2,325
New +$275K 0.01% 410

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

Sage Mountain Advisors's AEP Position: Q1 2026 in Review

Sage Mountain Advisors sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 2,325 shares — an estimated $268K sold.

Sage Mountain Advisors first reported a position in AEP in Q4 2025 and held it in 1 quarter. The position peaked at $268K in Q4 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Sage Mountain Advisors reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,325 American Electric Power shares in Q1 2026, an estimated $268K.
  • Sage Mountain Advisors first reported a position in American Electric Power in Q4 2025 and held it in 1 quarter.
  • Sage Mountain Advisors's American Electric Power position peaked at $268K in Q4 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.