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Sound View Wealth Advisors Group’s American Electric Power AEP Stock Holding History

Sound View Wealth Advisors Group’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 		$2.93M Sell
22,387
-331
-1% -$41.4K 0.2% 103
2025
Q4 		$2.62M Sell
22,718
-16
-0.1% -$1.89K 0.18% 113
2025
Q3 		$2.56M Sell
22,734
-338
-1% -$37K 0.18% 118
2025
Q2 		$2.39M Buy
23,072
+1,301
+6% +$135K 0.18% 115
2025
Q1 		$2.38M Buy
21,771
+381
+2% +$38.6K 0.2% 108
2024
Q4 		$1.97M Buy
21,390
+34
+0.2% +$3.29K 0.16% 121
2024
Q3 		$2.19M Buy
21,356
+1,390
+7% +$136K 0.18% 119
2024
Q2 		$1.75M Sell
19,966
-318
-2% -$27.8K 0.18% 119
2024
Q1 		$1.75M Sell
20,284
-1,090
-5% -$88.6K 0.19% 121
2023
Q4 		$1.74M Buy
21,374
+785
+4% +$60.9K 0.19% 117
2023
Q3 		$1.55M Buy
20,589
+85
+0.4% +$6.92K 0.19% 108
2023
Q2 		$1.73M Sell
20,504
-162
-0.8% -$14.3K 0.23% 97
2023
Q1 		$1.88M Sell
20,666
-708
-3% -$64.8K 0.26% 90
2022
Q4 		$1.74M Buy
21,374
+2,183
+11% +$199K 0.19% 117
2022
Q3 		$1.66M Sell
19,191
-401
-2% -$39.6K 0.37% 67
2022
Q2 		$1.88M Buy
19,592
+96
+0.5% +$9.51K 0.39% 68
2022
Q1 		$1.95M Buy
19,496
+36
+0.2% +$3.29K 0.37% 65
2021
Q4 		$1.73M Buy
19,460
+443
+2% +$37.4K 0.33% 74
2021
Q3 		$1.54M Sell
19,017
-140
-0.7% -$12.2K 0.32% 83
2021
Q2 		$1.62M Sell
19,157
-750
-4% -$64.6K 0.34% 79
2021
Q1 		$1.69M Sell
19,907
-169
-0.8% -$13.6K 0.39% 72
2020
Q4 		$1.67M Sell
20,076
-1,955
-9% -$170K 0.41% 65
2020
Q3 		$1.8M Sell
22,031
-988
-4% -$81.4K 0.47% 56
2020
Q2 		$1.83M Sell
23,019
-1,227
-5% -$100K 0.52% 55
2020
Q1 		$1.94M Sell
24,246
-1,022
-4% -$96.6K 0.67% 46
2019
Q4 		$2.39M Sell
25,268
-438
-2% -$40.5K 0.67% 48
2019
Q3 		$2.41M Sell
25,706
-389
-1% -$35.3K 0.72% 44
2019
Q2 		$2.3M Buy
+26,095
New +$2.25M 0.68% 46

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

Sound View Wealth Advisors Group's AEP Position: Q1 2026 in Review

Sound View Wealth Advisors Group reduced its American Electric Power (AEP) stake by 1.5% in Q1 2026, selling an estimated $41.4K and leaving 22,387 shares worth $2.93M. The position accounts for 0.2% of the portfolio, ranked #103.

Sound View Wealth Advisors Group first reported a position in AEP in Q2 2019 and has held it in 28 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Sound View Wealth Advisors Group held 22,387 shares of American Electric Power worth $2.93M as of Q1 2026.
  • Sound View Wealth Advisors Group sold 331 American Electric Power shares in Q1 2026, an estimated $41.4K.
  • American Electric Power made up 0.2% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #103 holding.
  • Sound View Wealth Advisors Group first reported a position in American Electric Power in Q2 2019 and has held it in 28 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.