Smart Money Group’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
$778K Buy
5,938
+14
+0.2% +$1.75K 0.23% 62
2025
Q4
$683K Buy
5,924
+48
+0.8% +$5.67K 0.2% 63
2025
Q3
$661K Buy
5,876
+107
+2% +$11.7K 0.2% 59
2025
Q2
$599K Buy
5,769
+52
+0.9% +$5.41K 0.19% 57
2025
Q1
$625K Sell
5,717
-102
-2% -$10.3K 0.21% 56
2024
Q4
$537K Buy
5,819
+55
+1% +$5.32K 0.19% 74
2024
Q3
$569K Buy
5,764
+24
+0.4% +$2.34K 0.2% 69
2024
Q2
$563K Sell
5,740
-197
-3% -$17.2K 0.2% 66
2024
Q1
$511K Buy
5,937
+80
+1% +$6.5K 0.2% 61
2023
Q4
$476K Buy
5,857
+63
+1% +$4.89K 0.21% 52
2023
Q3
$436K Hold
5,794
0.21% 53
2023
Q2
$488K Buy
5,794
+56
+1% +$4.95K 0.23% 43
2023
Q1
$530K Buy
5,738
+54
+1% +$4.94K 0.27% 35
2022
Q4
$540K Buy
5,684
+47
+0.8% +$4.28K 0.28% 32
2022
Q3
$487K Buy
5,637
+42
+0.8% +$4.15K 0.33% 31
2022
Q2
$537K Buy
5,595
+44
+0.8% +$4.36K 0.37% 34
2022
Q1
$554K Buy
5,551
+44
+0.8% +$4.02K 0.37% 39
2021
Q4
$490K Buy
5,507
+247
+5% +$20.8K 0.31% 47
2021
Q3
$427K Buy
5,260
+226
+4% +$19.7K 0.31% 44
2021
Q2
$401K Sell
5,034
-137
-3% -$11.8K 0.46% 29
2021
Q1
$438K Buy
5,171
+46
+0.9% +$3.71K 0.37% 43
2020
Q4
$427K Buy
5,125
+46
+0.9% +$3.99K 0.36% 37
2020
Q3
$415K Buy
5,079
+45
+0.9% +$3.71K 0.18% 73
2020
Q2
$401K Buy
5,034
+107
+2% +$8.73K 0.24% 57
2020
Q1
$394K Buy
4,927
+38
+0.8% +$3.59K 0.28% 59
2019
Q4
$462K Buy
4,889
+36
+0.7% +$3.33K 0.27% 56
2019
Q3
$455K Buy
4,853
+36
+0.7% +$3.27K 0.37% 49
2019
Q2
$424K Buy
4,817
+36
+0.8% +$3.1K 0.35% 49
2019
Q1
$400K Buy
4,781
+39
+0.8% +$3.1K 0.35% 52
2018
Q4
$354K Buy
4,742
+164
+4% +$12.3K 0.37% 45
2018
Q3
$324K Buy
4,578
+39
+0.9% +$2.77K 0.29% 47
2018
Q2
$314K Buy
4,539
+8
+0.2% +$539 0.28% 48
2018
Q1
$311K Buy
4,531
+78
+2% +$5.25K 0.32% 44
2017
Q4
$328K Buy
+4,453
New +$333K 0.51% 30

Other funds holding AEP

Smart Money Group's AEP Position: Q1 2026 in Review

Smart Money Group increased its American Electric Power (AEP) stake by 0.24% in Q1 2026, buying an estimated $1.75K and bringing the position to 5,938 shares worth $778K. The position accounts for 0.23% of the portfolio, ranked #62.

Smart Money Group first reported a position in AEP in Q4 2017 and has held it in 34 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Smart Money Group held 5,938 shares of American Electric Power worth $778K as of Q1 2026.
  • Smart Money Group bought 14 American Electric Power shares in Q1 2026, an estimated $1.75K.
  • American Electric Power made up 0.23% of Smart Money Group's portfolio in Q1 2026, its #62 holding.
  • Smart Money Group first reported a position in American Electric Power in Q4 2017 and has held it in 34 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Smart Money Group's 13F filing for Q1 2026, filed 5 May 2026.