Simplicity Wealth’s American Electric Power AEP Stock Holding History

Simplicity Wealth’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	$906K	Buy	6,912 +325	+5%	+$40.7K	0.05%	311
2025 Q4	$760K	Buy	6,587 +46	+0.7%	+$5.43K	0.05%	341
2025 Q3	$736K	Sell	6,541 -645	-9%	-$70.6K	0.04%	362
2025 Q2	$746K	Buy	7,186 +5,232	+268%	+$544K	0.03%	382
2025 Q1	$213K	Buy	+1,954	New	+$198K	0.02%	513
2024 Q3	–	Sell	-17,888	Closed	-$1.57M	–	505
2024 Q2	$1.57M	Sell	17,888 -377	-2%	-$33K	0.04%	403
2024 Q1	$1.57M	Buy	+18,265	New	+$1.48M	0.04%	401

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

Simplicity Wealth's AEP Position: Q1 2026 in Review

Simplicity Wealth increased its American Electric Power (AEP) stake by 4.9% in Q1 2026, buying an estimated $40.7K and bringing the position to 6,912 shares worth $906K. The position accounts for 0.05% of the portfolio, ranked #311.

Simplicity Wealth first reported a position in AEP in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.57M in Q1 2024. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Simplicity Wealth held 6,912 shares of American Electric Power worth $906K as of Q1 2026.
Simplicity Wealth bought 325 American Electric Power shares in Q1 2026, an estimated $40.7K.
American Electric Power made up 0.05% of Simplicity Wealth's portfolio in Q1 2026, its #311 holding.
Simplicity Wealth first reported a position in American Electric Power in Q1 2024 and has held it in 7 quarters since.
Simplicity Wealth's American Electric Power position peaked at $1.57M in Q1 2024.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.