Soltis Investment Advisors’s American Electric Power AEP Stock Holding History

Soltis Investment Advisors’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	$10M	Buy	76,657 +3,537	+5%	+$443K	0.63%	30
2025 Q4	$8.43M	Buy	73,120 +3,467	+5%	+$409K	0.56%	41
2025 Q3	$7.84M	Buy	69,653 +3,077	+5%	+$337K	0.54%	42
2025 Q2	$6.91M	Buy	66,576 +4,320	+7%	+$449K	0.54%	45
2025 Q1	$6.8M	Sell	62,256 -97	-0.2%	-$9.83K	0.61%	41
2024 Q4	$5.75M	Buy	62,353 +23,829	+62%	+$2.31M	0.53%	52
2024 Q3	$3.95M	Sell	38,524 -33,469	-46%	-$3.27M	0.39%	76
2024 Q2	$6.32M	Buy	71,993 +1,877	+3%	+$164K	0.67%	40
2024 Q1	$6.04M	Buy	70,116 +193	+0.3%	+$15.7K	0.68%	42
2023 Q4	$5.68M	Buy	69,923 +22,138	+46%	+$1.72M	0.64%	47
2023 Q3	$3.59M	Buy	+47,785	New	+$3.89M	0.46%	66

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

Soltis Investment Advisors's AEP Position: Q1 2026 in Review

Soltis Investment Advisors increased its American Electric Power (AEP) stake by 4.8% in Q1 2026, buying an estimated $443K and bringing the position to 76,657 shares worth $10M. The position accounts for 0.63% of the portfolio, ranked #30.

Soltis Investment Advisors first reported a position in AEP in Q3 2023 and has held it in 11 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Soltis Investment Advisors held 76,657 shares of American Electric Power worth $10M as of Q1 2026.
Soltis Investment Advisors bought 3,537 American Electric Power shares in Q1 2026, an estimated $443K.
American Electric Power made up 0.63% of Soltis Investment Advisors's portfolio in Q1 2026, its #30 holding.
Soltis Investment Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 11 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.