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Sterling Wealth Management’s American Electric Power AEP Stock Holding History

Sterling Wealth Management’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 		$572K Hold
4,361
– – 0.16% 55
2025
Q4 		$503K Hold
4,361
– – 0.14% 60
2025
Q3 		$491K Buy
4,361
+451
+12% +$49.3K 0.15% 63
2025
Q2 		$406K Buy
+3,910
New +$407K 0.14% 67
2024
Q4 		$401K Hold
4,351
– – 0.15% 72
2024
Q3 		$446K Hold
4,351
– – 0.17% 71
2024
Q2 		$382K Hold
4,351
– – 0.18% 70
2024
Q1 		$375K Hold
4,351
– – 0.19% 66
2023
Q4 		$353K Buy
+4,351
New +$338K 0.2% 66

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

Sterling Wealth Management's AEP Position: Q1 2026 in Review

Sterling Wealth Management held its American Electric Power (AEP) position steady in Q1 2026 at 4,361 shares worth $572K. The position accounts for 0.16% of the portfolio, ranked #55.

Sterling Wealth Management first reported a position in AEP in Q4 2023 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Sterling Wealth Management held 4,361 shares of American Electric Power worth $572K as of Q1 2026.
  • Sterling Wealth Management left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.16% of Sterling Wealth Management's portfolio in Q1 2026, its #55 holding.
  • Sterling Wealth Management first reported a position in American Electric Power in Q4 2023 and has held it in 9 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.