Sandbox Financial Partners’s American Electric Power AEP Stock Holding History

Sandbox Financial 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	$405K	Buy	3,091 +1	+0%	+$125	0.11%	84
2025 Q4	$356K	Buy	3,090 +1	+0%	+$118	0.1%	85
2025 Q3	$348K	Hold	3,089	–	–	0.1%	88
2025 Q2	$320K	Buy	3,089 +1	+0%	+$104	0.1%	86
2025 Q1	$337K	Buy	3,088 +118	+4%	+$12K	0.12%	83
2024 Q4	$274K	Hold	2,970	–	–	0.09%	91
2024 Q3	$305K	Hold	2,970	–	–	0.11%	82
2024 Q2	$261K	Hold	2,970	–	–	0.1%	85
2024 Q1	$256K	Buy	2,970 +470	+19%	+$38.2K	0.11%	85
2023 Q4	$203K	Buy	+2,500	New	+$194K	0.1%	86
2023 Q3	–	Sell	-2,500	Closed	-$211K	–	86
2023 Q2	$211K	Hold	2,500	–	–	0.11%	87
2023 Q1	$227K	Hold	2,500	–	–	0.14%	81
2022 Q4	$237K	Hold	2,500	–	–	0.16%	70
2022 Q3	$216K	Hold	2,500	–	–	0.16%	74
2022 Q2	$240K	Hold	2,500	–	–	0.17%	71
2022 Q1	$249K	Hold	2,500	–	–	0.14%	77
2021 Q4	$222K	Buy	+2,500	New	+$211K	0.14%	86

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Sandbox Financial Partners's AEP Position: Q1 2026 in Review

Sandbox Financial Partners increased its American Electric Power (AEP) stake by 0.03% in Q1 2026, buying an estimated $125 and bringing the position to 3,091 shares worth $405K. The position accounts for 0.11% of the portfolio, ranked #84.

Sandbox Financial Partners first reported a position in AEP in Q4 2021 and has held it in 17 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Sandbox Financial Partners held 3,091 shares of American Electric Power worth $405K as of Q1 2026.
Sandbox Financial Partners bought 1 American Electric Power share in Q1 2026, an estimated $125.
American Electric Power made up 0.11% of Sandbox Financial Partners's portfolio in Q1 2026, its #84 holding.
Sandbox Financial Partners first reported a position in American Electric Power in Q4 2021 and has held it in 17 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.