SAS
AEP icon

Spurstone Advisory Services’s American Electric Power AEP Stock Holding History

Spurstone Advisory 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 		$18.1K Hold
138
– – 0.31% 23
2025
Q4 		$15.9K Hold
138
– – 0.25% 29
2025
Q3 		$15.5K Hold
138
– – 0.22% 42
2025
Q2 		$14.3K Hold
138
– – 0.22% 57
2025
Q1 		$15.1K Hold
138
– – 0.29% 35
2024
Q4 		$12.7K Buy
+138
New +$13.4K 0.24% 35

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

Spurstone Advisory Services's AEP Position: Q1 2026 in Review

Spurstone Advisory Services held its American Electric Power (AEP) position steady in Q1 2026 at 138 shares worth $18.1K. The position accounts for 0.31% of the portfolio, ranked #23.

Spurstone Advisory Services first reported a position in AEP in Q4 2024 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Spurstone Advisory Services held 138 shares of American Electric Power worth $18.1K as of Q1 2026.
  • Spurstone Advisory Services left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.31% of Spurstone Advisory Services's portfolio in Q1 2026, its #23 holding.
  • Spurstone Advisory Services first reported a position in American Electric Power in Q4 2024 and has held it in 6 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.