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Silver Oak Securities’s American Electric Power AEP Stock Holding History

Silver Oak Securities’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 		$936K Buy
7,141
+230
+3% +$28.8K 0.07% 273
2025
Q4 		$802K Buy
6,911
+139
+2% +$16.4K 0.05% 334
2025
Q3 		$762K Buy
6,772
+3,912
+137% +$428K 0.06% 326
2025
Q2 		$297K Buy
2,860
+806
+39% +$83.9K 0.02% 541
2025
Q1 		$220K Buy
2,054
+438
+27% +$44.4K 0.02% 574
2024
Q4 		$149K Sell
1,616
-72
-4% -$6.97K 0.01% 604
2024
Q3 		$172K Sell
1,688
-396
-19% -$38.6K 0.02% 504
2024
Q2 		$183K Sell
2,084
-31
-1% -$2.71K 0.03% 391
2024
Q1 		$182K Sell
2,115
-429
-17% -$34.9K 0.03% 387
2023
Q4 		$207K Buy
2,544
+389
+18% +$30.2K 0.03% 458
2023
Q3 		$162K Buy
+2,155
New +$175K 0.04% 318
2022
Q4 		– Sell
-2,155
Closed -$162K – 307
2022
Q3 		$162K Buy
+2,155
New +$213K 0.04% 318

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

Silver Oak Securities's AEP Position: Q1 2026 in Review

Silver Oak Securities increased its American Electric Power (AEP) stake by 3.3% in Q1 2026, buying an estimated $28.8K and bringing the position to 7,141 shares worth $936K. The position accounts for 0.07% of the portfolio, ranked #273.

Silver Oak Securities first reported a position in AEP in Q3 2022 and has held it in 12 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Silver Oak Securities held 7,141 shares of American Electric Power worth $936K as of Q1 2026.
  • Silver Oak Securities bought 230 American Electric Power shares in Q1 2026, an estimated $28.8K.
  • American Electric Power made up 0.07% of Silver Oak Securities's portfolio in Q1 2026, its #273 holding.
  • Silver Oak Securities first reported a position in American Electric Power in Q3 2022 and has held it in 12 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.