Silver Oak Advisory Group’s American Electric Power AEP Stock Holding History

Silver Oak Advisory Group’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	$226K	Buy	+1,725	New	+$216K	0.1%	73
2023 Q2	–	Sell	-2,499	Closed	-$227K	–	56
2023 Q1	$227K	Hold	2,499	–	–	0.15%	53
2022 Q4	$237K	Hold	2,499	–	–	0.17%	48
2022 Q3	$216K	Hold	2,499	–	–	0.16%	49
2022 Q2	$240K	Sell	2,499 -146	-6%	-$14.5K	0.17%	47
2022 Q1	$264K	Hold	2,645	–	–	0.17%	47
2021 Q4	$235K	Buy	+2,645	New	+$223K	0.15%	56

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

Silver Oak Advisory Group's AEP Position: Q1 2026 in Review

Silver Oak Advisory Group opened a new position in American Electric Power (AEP) in Q1 2026: 1,725 shares worth $226K. The stake represents 0.1% of the portfolio and ranks #73 among its holdings. This is a return to the name: Silver Oak Advisory Group previously reported a position in AEP as recently as Q1 2023.

Silver Oak Advisory Group first reported a position in AEP in Q4 2021 and has held it in 7 quarters since. The position peaked at $264K in Q1 2022. 1,925 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Silver Oak Advisory Group held 1,725 shares of American Electric Power worth $226K as of Q1 2026.
American Electric Power was a new Silver Oak Advisory Group position in Q1 2026.
American Electric Power made up 0.1% of Silver Oak Advisory Group's portfolio in Q1 2026, its #73 holding.
Silver Oak Advisory Group first reported a position in American Electric Power in Q4 2021 and has held it in 7 quarters since.
Silver Oak Advisory Group's American Electric Power position peaked at $264K in Q1 2022.
1,925 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.