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Sagespring Wealth Partners’s American Electric Power AEP Stock Holding History

Sagespring Wealth Partners’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 		$1.6M Buy
12,174
+412
+4% +$51.5K 0.03% 227
2025
Q4 		$1.36M Sell
11,762
-636
-5% -$75.1K 0.02% 253
2025
Q3 		$1.39M Sell
12,398
-245
-2% -$26.8K 0.03% 243
2025
Q2 		$1.31M Buy
12,643
+1,028
+9% +$107K 0.03% 229
2025
Q1 		$1.27M Buy
11,615
+4,554
+64% +$461K 0.03% 207
2024
Q4 		$651K Buy
+7,061
New +$683K 0.02% 292

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

Sagespring Wealth Partners's AEP Position: Q1 2026 in Review

Sagespring Wealth Partners increased its American Electric Power (AEP) stake by 3.5% in Q1 2026, buying an estimated $51.5K and bringing the position to 12,174 shares worth $1.6M. The position accounts for 0.03% of the portfolio, ranked #227.

Sagespring Wealth Partners first reported a position in AEP in Q4 2024 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Sagespring Wealth Partners held 12,174 shares of American Electric Power worth $1.6M as of Q1 2026.
  • Sagespring Wealth Partners bought 412 American Electric Power shares in Q1 2026, an estimated $51.5K.
  • American Electric Power made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #227 holding.
  • Sagespring Wealth Partners first reported a position in American Electric Power in Q4 2024 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 Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.