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Stiles Financial Services’s American Electric Power AEP Stock Holding History

Stiles Financial 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 		$432K Buy
3,295
+21
+0.6% +$2.63K 0.13% 124
2025
Q4 		$378K Buy
3,274
+24
+0.7% +$2.83K 0.12% 135
2025
Q3 		$366K Buy
3,250
+24
+0.7% +$2.63K 0.12% 136
2025
Q2 		$335K Buy
3,226
+387
+14% +$40.3K 0.12% 137
2025
Q1 		$310K Buy
2,839
+7
+0.2% +$709 0.12% 136
2024
Q4 		$261K Buy
2,832
+27
+1% +$2.61K 0.09% 159
2024
Q3 		$288K Buy
2,805
+272
+11% +$26.5K 0.1% 154
2024
Q2 		$222K Buy
2,533
+37
+1% +$3.24K 0.09% 171
2024
Q1 		$215K Buy
2,496
+13
+0.5% +$1.06K 0.09% 169
2023
Q4 		$202K Buy
+2,483
New +$193K 0.09% 162
2023
Q3 		– Sell
-2,416
Closed -$203K – 177
2023
Q2 		$203K Buy
2,416
+48
+2% +$4.24K 0.1% 180
2023
Q1 		$215K Buy
2,368
+22
+0.9% +$2.01K 0.12% 167
2022
Q4 		$223K Buy
2,346
+20
+0.9% +$1.82K 0.13% 158
2022
Q3 		$201K Buy
2,326
+17
+0.7% +$1.68K 0.12% 157
2022
Q2 		$222K Buy
2,309
+18
+0.8% +$1.78K 0.13% 150
2022
Q1 		$229K Buy
2,291
+15
+0.7% +$1.37K 0.11% 159
2021
Q4 		$203K Buy
+2,276
New +$192K 0.1% 174

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

Stiles Financial Services's AEP Position: Q1 2026 in Review

Stiles Financial Services increased its American Electric Power (AEP) stake by 0.64% in Q1 2026, buying an estimated $2.63K and bringing the position to 3,295 shares worth $432K. The position accounts for 0.13% of the portfolio, ranked #124.

Stiles Financial Services first reported a position in AEP in Q4 2021 and has held it in 17 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Stiles Financial Services held 3,295 shares of American Electric Power worth $432K as of Q1 2026.
  • Stiles Financial Services bought 21 American Electric Power shares in Q1 2026, an estimated $2.63K.
  • American Electric Power made up 0.13% of Stiles Financial Services's portfolio in Q1 2026, its #124 holding.
  • Stiles Financial Services first reported a position in American Electric Power in Q4 2021 and has held it in 17 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Stiles Financial Services's 13F filing for Q1 2026, filed 30 Apr 2026.