Sigma Planning Corp’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.36M Buy
10,406
+4,110
+65% +$514K 0.04% 456
2025
Q4
$726K Sell
6,296
-1,467
-19% -$173K 0.02% 651
2025
Q3
$873K Sell
7,763
-2,994
-28% -$328K 0.02% 584
2025
Q2
$1.12M Buy
10,757
+1,708
+19% +$178K 0.03% 468
2025
Q1
$989K Buy
9,049
+288
+3% +$29.2K 0.03% 497
2024
Q4
$808K Sell
8,761
-1,794
-17% -$174K 0.03% 569
2024
Q3
$1.08M Sell
10,555
-2,004
-16% -$196K 0.03% 472
2024
Q2
$1.1M Sell
12,559
-64
-0.5% -$5.6K 0.03% 457
2024
Q1
$1.09M Buy
12,623
+5,827
+86% +$474K 0.03% 472
2023
Q4
$552K Sell
6,796
-5,437
-44% -$422K 0.04% 426
2023
Q3
$920K Buy
12,233
+355
+3% +$28.9K 0.03% 487
2023
Q2
$1M Sell
11,878
-2,887
-20% -$255K 0.04% 452
2023
Q1
$1.34M Buy
14,765
+137
+0.9% +$12.5K 0.04% 407
2022
Q4
$1.39M Buy
14,628
+1,295
+10% +$118K 0.05% 376
2022
Q3
$1.15M Buy
13,333
+1,373
+11% +$136K 0.04% 403
2022
Q2
$1.15M Sell
11,960
-70
-0.6% -$6.94K 0.04% 415
2022
Q1
$1.2M Sell
12,030
-3,870
-24% -$354K 0.04% 469
2021
Q4
$1.42M Buy
15,900
+3,202
+25% +$270K 0.04% 419
2021
Q3
$1.03M Sell
12,698
-1,900
-13% -$166K 0.03% 529
2021
Q2
$1.24M Buy
14,598
+3,165
+28% +$273K 0.04% 477
2021
Q1
$968K Sell
11,433
-7,207
-39% -$581K 0.03% 510
2020
Q4
$1.55M Sell
18,640
-1,594
-8% -$138K 0.05% 334
2020
Q3
$1.65M Sell
20,234
-735
-4% -$60.5K 0.07% 279
2020
Q2
$1.67M Sell
20,969
-407
-2% -$33.2K 0.07% 272
2020
Q1
$1.71M Buy
21,376
+1,234
+6% +$117K 0.1% 203
2019
Q4
$1.9M Buy
20,142
+10,234
+103% +$945K 0.08% 252
2019
Q3
$928K Sell
9,908
-570
-5% -$51.8K 0.04% 383
2019
Q2
$922K Buy
10,478
+106
+1% +$9.14K 0.05% 358
2019
Q1
$869K Buy
10,372
+569
+6% +$45.3K 0.05% 350
2018
Q4
$733K Sell
9,803
-2,303
-19% -$173K 0.05% 321
2018
Q3
$858K Buy
12,106
+948
+8% +$67.5K 0.05% 334
2018
Q2
$773K Sell
11,158
-284
-2% -$19.1K 0.05% 344
2018
Q1
$785K Sell
11,442
-542
-5% -$36.5K 0.06% 319
2017
Q4
$882K Sell
11,984
-312
-3% -$23.3K 0.07% 284
2017
Q3
$864K Buy
12,296
+397
+3% +$28.3K 0.07% 281
2017
Q2
$827K Sell
11,899
-302
-2% -$21K 0.08% 277
2017
Q1
$819K Sell
12,201
-482
-4% -$31.2K 0.08% 272
2016
Q4
$799K Buy
12,683
+562
+5% +$34.7K 0.09% 249
2016
Q3
$778K Buy
12,121
+64
+0.5% +$4.3K 0.09% 238
2016
Q2
$845K Buy
12,057
+1,070
+10% +$70K 0.11% 214
2016
Q1
$730K Buy
10,987
+360
+3% +$22.3K 0.1% 231
2015
Q4
$619K Buy
10,627
+424
+4% +$24K 0.09% 264
2015
Q3
$580K Sell
10,203
-569
-5% -$31.6K 0.09% 259
2015
Q2
$571K Sell
10,772
-1,677
-13% -$92.8K 0.08% 296
2015
Q1
$700K Buy
12,449
+410
+3% +$24.3K 0.09% 259
2014
Q4
$731K Buy
+12,039
New +$689K 0.1% 245

Other funds holding AEP

Sigma Planning Corp's AEP Position: Q1 2026 in Review

Sigma Planning Corp increased its American Electric Power (AEP) stake by 65% in Q1 2026, buying an estimated $514K and bringing the position to 10,406 shares worth $1.36M. The position accounts for 0.04% of the portfolio, ranked #456.

Sigma Planning Corp first reported a position in AEP in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.9M in Q4 2019. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Sigma Planning Corp held 10,406 shares of American Electric Power worth $1.36M as of Q1 2026.
  • Sigma Planning Corp bought 4,110 American Electric Power shares in Q1 2026, an estimated $514K.
  • American Electric Power made up 0.04% of Sigma Planning Corp's portfolio in Q1 2026, its #456 holding.
  • Sigma Planning Corp first reported a position in American Electric Power in Q4 2014 and has held it in 46 quarters since.
  • Sigma Planning Corp's American Electric Power position peaked at $1.9M in Q4 2019.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Sigma Planning Corp's 13F filing for Q1 2026, filed 4 May 2026.