Smith Salley Wealth Management’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 | $3.99M | Buy |
30,473
+969
| +3% | +$121K | 0.2% | 86 |
|
|
2025
Q4 | $3.4M | Buy |
29,504
+373
| +1% | +$44.1K | 0.17% | 92 |
|
|
2025
Q3 | $3.28M | Sell |
29,131
-17
| -0.1% | -$1.86K | 0.17% | 89 |
|
|
2025
Q2 | $3.02M | Buy |
29,148
+888
| +3% | +$92.4K | 0.18% | 83 |
|
|
2025
Q1 | $3.09M | Buy |
28,260
+1,455
| +5% | +$147K | 0.2% | 80 |
|
|
2024
Q4 | $2.47M | Buy |
26,805
+43
| +0.2% | +$4.16K | 0.16% | 91 |
|
|
2024
Q3 | $2.75M | Buy |
26,762
+772
| +3% | +$75.3K | 0.18% | 85 |
|
|
2024
Q2 | $2.28M | Buy |
25,990
+142
| +0.5% | +$12.4K | 0.16% | 85 |
|
|
2024
Q1 | $2.23M | Sell |
25,848
-2,916
| -10% | -$237K | 0.17% | 91 |
|
|
2023
Q4 | $2.34M | Sell |
28,764
-1,852
| -6% | -$144K | 0.15% | 100 |
|
|
2023
Q3 | $2.3M | Sell |
30,616
-588
| -2% | -$47.8K | 0.17% | 95 |
|
|
2023
Q2 | $2.63M | Buy |
31,204
+21
| +0.1% | +$1.85K | 0.19% | 84 |
|
|
2023
Q1 | $2.84M | Buy |
+31,183
| New | +$2.85M | 0.23% | 85 |
|
|
2020
Q1 | – | Sell |
-2,535
| Closed | -$240K | – | 179 |
|
|
2019
Q4 | $240K | Hold |
2,535
| – | – | 0.03% | 181 |
|
|
2019
Q3 | $237K | Hold |
2,535
| – | – | 0.03% | 173 |
|
|
2019
Q2 | $223K | Buy |
+2,535
| New | +$218K | 0.03% | 175 |
|
|
2018
Q4 | – | Sell |
-6,326
| Closed | -$449K | – | 171 |
|
|
2018
Q3 | $449K | Sell |
6,326
-256
| -4% | -$18.2K | 0.07% | 125 |
|
|
2018
Q2 | $456K | Sell |
6,582
-35
| -0.5% | -$2.36K | 0.08% | 121 |
|
|
2018
Q1 | $454K | Hold |
6,617
| – | – | 0.08% | 117 |
|
|
2017
Q4 | $487K | Hold |
6,617
| – | – | 0.09% | 120 |
|
|
2017
Q3 | $465K | Sell |
6,617
-13
| -0.2% | -$926 | 0.09% | 118 |
|
|
2017
Q2 | $460K | Buy |
6,630
+13
| +0.2% | +$903 | 0.09% | 116 |
|
|
2017
Q1 | $444K | Sell |
6,617
-200
| -3% | -$13K | 0.09% | 117 |
|
|
2016
Q4 | $429K | Hold |
6,817
| – | – | 0.09% | 117 |
|
|
2016
Q3 | $437K | Sell |
6,817
-309
| -4% | -$20.8K | 0.1% | 115 |
|
|
2016
Q2 | $499K | Sell |
7,126
-65
| -0.9% | -$4.25K | 0.12% | 114 |
|
|
2016
Q1 | $477K | Hold |
7,191
| – | – | 0.12% | 112 |
|
|
2015
Q4 | $419K | Sell |
7,191
-150
| -2% | -$8.5K | 0.1% | 122 |
|
|
2015
Q3 | $418K | Hold |
7,341
| – | – | 0.11% | 119 |
|
|
2015
Q2 | $389K | Sell |
7,341
-700
| -9% | -$38.8K | 0.1% | 123 |
|
|
2015
Q1 | $452K | Buy |
8,041
+1,426
| +22% | +$84.6K | 0.12% | 122 |
|
|
2014
Q4 | $402K | Sell |
6,615
-1,271
| -16% | -$72.7K | 0.1% | 129 |
|
|
2014
Q3 | $412K | Buy |
+7,886
| New | +$417K | 0.11% | 139 |
|
Other funds holding AEP
VCM
VPM
Smith Salley Wealth Management's AEP Position: Q1 2026 in Review
Smith Salley Wealth Management increased its American Electric Power (AEP) stake by 3.3% in Q1 2026, buying an estimated $121K and bringing the position to 30,473 shares worth $3.99M. The position accounts for 0.2% of the portfolio, ranked #86.
Smith Salley Wealth Management first reported a position in AEP in Q3 2014 and has held it in 33 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- Smith Salley Wealth Management held 30,473 shares of American Electric Power worth $3.99M as of Q1 2026.
- Smith Salley Wealth Management bought 969 American Electric Power shares in Q1 2026, an estimated $121K.
- American Electric Power made up 0.2% of Smith Salley Wealth Management's portfolio in Q1 2026, its #86 holding.
- Smith Salley Wealth Management first reported a position in American Electric Power in Q3 2014 and has held it in 33 quarters since.
- 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.