Smith, Moore & Co’s American Electric Power AEP Stock Holding History

Smith, Moore & Co’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	$990K	Buy	7,551 +127	+2%	+$15.9K	0.07%	210
2025 Q4	$856K	Sell	7,424 -391	-5%	-$46.2K	0.06%	230
2025 Q3	$879K	Buy	7,815 +183	+2%	+$20K	0.07%	226
2025 Q2	$792K	Buy	7,632 +8	+0.1%	+$832	0.07%	236
2025 Q1	$833K	Sell	7,624 -301	-4%	-$30.5K	0.08%	227
2024 Q4	$731K	Sell	7,925 -141	-2%	-$13.6K	0.07%	233
2024 Q3	$828K	Buy	8,066 +8	+0.1%	+$781	0.08%	211
2024 Q2	$707K	Sell	8,058 -258	-3%	-$22.6K	0.07%	218
2024 Q1	$716K	Buy	8,316 +123	+2%	+$10K	0.08%	215
2023 Q4	$665K	Buy	8,193 +573	+8%	+$44.5K	0.08%	215
2023 Q3	$573K	Buy	7,620 +12	+0.2%	+$976	0.08%	213
2023 Q2	$641K	Buy	7,608 +39	+0.5%	+$3.44K	0.08%	207
2023 Q1	$689K	Buy	7,569 +172	+2%	+$15.7K	0.09%	197
2022 Q4	$702K	Sell	7,397 -206	-3%	-$18.8K	0.1%	193
2022 Q3	$657K	Sell	7,603 -618	-8%	-$61.1K	0.1%	188
2022 Q2	$789K	Buy	8,221 +961	+13%	+$95.2K	0.12%	169
2022 Q1	$724K	Buy	7,260 +1,922	+36%	+$176K	0.1%	200
2021 Q4	$475K	Sell	5,338 -390	-7%	-$32.9K	0.07%	244
2021 Q3	$465K	Buy	5,728 +128	+2%	+$11.2K	0.07%	240
2021 Q2	$474K	Buy	5,600 +1,158	+26%	+$99.7K	0.07%	242
2021 Q1	$376K	Sell	4,442 -671	-13%	-$54.1K	0.06%	264
2020 Q4	$426K	Sell	5,113 -494	-9%	-$42.9K	0.08%	219
2020 Q3	$458K	Buy	5,607 +241	+4%	+$19.9K	0.1%	205
2020 Q2	$427K	Buy	5,366 +9	+0.2%	+$735	0.09%	198
2020 Q1	$428K	Buy	5,357 +714	+15%	+$67.5K	0.11%	169
2019 Q4	$439K	Sell	4,643 -1,773	-28%	-$164K	0.09%	198
2019 Q3	$601K	Sell	6,416 -134	-2%	-$12.2K	0.13%	149
2019 Q2	$576K	Buy	6,550 +699	+12%	+$60.2K	0.13%	155
2019 Q1	$490K	Sell	5,851 -30	-0.5%	-$2.39K	0.12%	171
2018 Q4	$440K	Buy	5,881 +1	+0%	+$75	0.12%	165
2018 Q3	$417K	Sell	5,880 -136	-2%	-$9.68K	0.1%	202
2018 Q2	$417K	Buy	6,016 +142	+2%	+$9.56K	0.1%	184
2018 Q1	$403K	Buy	5,874 +27	+0.5%	+$1.82K	0.11%	183
2017 Q4	$430K	Buy	5,847 +625	+12%	+$46.7K	0.12%	178
2017 Q3	$367K	Buy	5,222 +332	+7%	+$23.7K	0.1%	196
2017 Q2	$340K	Buy	4,890 +1,507	+45%	+$105K	0.11%	175
2017 Q1	$227K	Buy	3,383 +15	+0.4%	+$972	0.08%	213
2016 Q4	$212K	Sell	3,368 -87	-3%	-$5.37K	0.08%	210
2016 Q3	$222K	Sell	3,455 -499	-13%	-$33.6K	0.09%	192
2016 Q2	$277K	Buy	+3,954	New	+$259K	0.11%	162

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

Smith, Moore & Co's AEP Position: Q1 2026 in Review

Smith, Moore & Co increased its American Electric Power (AEP) stake by 1.7% in Q1 2026, buying an estimated $15.9K and bringing the position to 7,551 shares worth $990K. The position accounts for 0.07% of the portfolio, ranked #210.

Smith, Moore & Co first reported a position in AEP in Q2 2016 and has held it in 40 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Smith, Moore & Co held 7,551 shares of American Electric Power worth $990K as of Q1 2026.
Smith, Moore & Co bought 127 American Electric Power shares in Q1 2026, an estimated $15.9K.
American Electric Power made up 0.07% of Smith, Moore & Co's portfolio in Q1 2026, its #210 holding.
Smith, Moore & Co first reported a position in American Electric Power in Q2 2016 and has held it in 40 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.