Stamos Capital Partners’s American Electric Power AEP Stock Holding History

Stamos Capital Partners’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	$2.37M	Sell	18,109 -2,128	-11%	-$266K	0.37%	85
2025 Q4	$2.33M	Buy	20,237 +5,632	+39%	+$665K	0.38%	86
2025 Q3	$1.64M	Sell	14,605 -7,627	-34%	-$834K	0.31%	82
2025 Q2	$2.31M	Buy	22,232 +4,193	+23%	+$436K	0.41%	72
2025 Q1	$1.97M	Sell	18,039 -6,431	-26%	-$651K	0.52%	67
2024 Q4	$2.26M	Buy	24,470 +5,310	+28%	+$514K	0.53%	54
2024 Q3	$1.97M	Sell	19,160 -11,230	-37%	-$1.1M	0.46%	69
2024 Q2	$2.67M	Buy	+30,390	New	+$2.66M	0.57%	44
2022 Q4	–	Sell	-41,970	Closed	-$3.63M	–	128
2022 Q3	$3.63M	Buy	+41,970	New	+$4.15M	0.92%	35

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

Stamos Capital Partners's AEP Position: Q1 2026 in Review

Stamos Capital Partners reduced its American Electric Power (AEP) stake by 11% in Q1 2026, selling an estimated $266K and leaving 18,109 shares worth $2.37M. The position accounts for 0.37% of the portfolio, ranked #85.

Stamos Capital Partners first reported a position in AEP in Q3 2022 and has held it in 9 quarters since. The position peaked at $3.63M in Q3 2022. 1,925 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Stamos Capital Partners held 18,109 shares of American Electric Power worth $2.37M as of Q1 2026.
Stamos Capital Partners sold 2,128 American Electric Power shares in Q1 2026, an estimated $266K.
American Electric Power made up 0.37% of Stamos Capital Partners's portfolio in Q1 2026, its #85 holding.
Stamos Capital Partners first reported a position in American Electric Power in Q3 2022 and has held it in 9 quarters since.
Stamos Capital Partners's American Electric Power position peaked at $3.63M in Q3 2022.
1,925 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.