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Savvy Advisors Inc’s American Electric Power AEP Stock Holding History

Savvy Advisors Inc’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 		$1.76M Sell
13,407
-126
-0.9% -$15.8K 0.05% 294
2025
Q4 		$1.56M Buy
13,533
+5,310
+65% +$627K 0.05% 278
2025
Q3 		$925K Buy
8,223
+2,085
+34% +$228K 0.04% 282
2025
Q2 		$637K Buy
6,138
+658
+12% +$68.5K 0.04% 307
2025
Q1 		$599K Buy
5,480
+381
+7% +$38.6K 0.06% 258
2024
Q4 		$470K Buy
5,099
+815
+19% +$78.9K 0.06% 252
2024
Q3 		$440K Buy
4,284
+277
+7% +$27K 0.09% 199
2024
Q2 		$352K Buy
+4,007
New +$351K 0.11% 188

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

Savvy Advisors Inc's AEP Position: Q1 2026 in Review

Savvy Advisors Inc reduced its American Electric Power (AEP) stake by 0.93% in Q1 2026, selling an estimated $15.8K and leaving 13,407 shares worth $1.76M. The position accounts for 0.05% of the portfolio, ranked #294.

Savvy Advisors Inc first reported a position in AEP in Q2 2024 and has held it in 8 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Savvy Advisors Inc held 13,407 shares of American Electric Power worth $1.76M as of Q1 2026.
  • Savvy Advisors Inc sold 126 American Electric Power shares in Q1 2026, an estimated $15.8K.
  • American Electric Power made up 0.05% of Savvy Advisors Inc's portfolio in Q1 2026, its #294 holding.
  • Savvy Advisors Inc first reported a position in American Electric Power in Q2 2024 and has held it in 8 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

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