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Solitude Financial Services’s American Electric Power AEP Stock Holding History

Solitude Financial Services’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 		$2.47M Buy
18,359
+9,944
+118% +$1.24M 0.73% 19
2025
Q4 		$970K Buy
8,415
+1,975
+31% +$233K 0.32% 22
2025
Q3 		$725K Buy
6,440
+1,740
+37% +$190K 0.25% 25
2025
Q2 		$488K Buy
+4,700
New +$489K 0.18% 29
2021
Q3 		– Sell
-9,835
Closed -$832K – 42
2021
Q2 		$832K Sell
9,835
-101
-1% -$8.7K 0.6% 30
2021
Q1 		$842K Sell
9,936
-1,237
-11% -$99.7K 0.68% 30
2020
Q4 		$930K Buy
+11,173
New +$970K 0.82% 30

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

Solitude Financial Services's AEP Position: Q1 2026 in Review

Solitude Financial Services increased its American Electric Power (AEP) stake by 118% in Q1 2026, buying an estimated $1.24M and bringing the position to 18,359 shares worth $2.47M. The position accounts for 0.73% of the portfolio, ranked #19.

Solitude Financial Services first reported a position in AEP in Q4 2020 and has held it in 7 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Solitude Financial Services held 18,359 shares of American Electric Power worth $2.47M as of Q1 2026.
  • Solitude Financial Services bought 9,944 American Electric Power shares in Q1 2026, an estimated $1.24M.
  • American Electric Power made up 0.73% of Solitude Financial Services's portfolio in Q1 2026, its #19 holding.
  • Solitude Financial Services first reported a position in American Electric Power in Q4 2020 and has held it in 7 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Solitude Financial Services's 13F filing for Q1 2026, filed 16 Apr 2026.