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SHP Wealth Management’s American Electric Power AEP Stock Holding History

SHP Wealth Management’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 		$106K Buy
811
+83
+11% +$10.4K 0.01% 375
2025
Q4 		$83.9K Buy
+728
New +$86K 0.01% 388

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's AEP Position: Q1 2026 in Review

SHP Wealth Management increased its American Electric Power (AEP) stake by 11% in Q1 2026, buying an estimated $10.4K and bringing the position to 811 shares worth $106K. The position accounts for 0.01% of the portfolio, ranked #375.

SHP Wealth Management first reported a position in AEP in Q4 2025 and has held it in 2 quarters since. 1,929 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • SHP Wealth Management held 811 shares of American Electric Power worth $106K as of Q1 2026.
  • SHP Wealth Management bought 83 American Electric Power shares in Q1 2026, an estimated $10.4K.
  • American Electric Power made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #375 holding.
  • SHP Wealth Management first reported a position in American Electric Power in Q4 2025 and has held it in 2 quarters since.
  • 1,929 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.