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Strategic Advisors’s American Electric Power AEP Stock Holding History

Strategic Advisors’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 		$3.5M Hold
26,739
– – 0.58% 44
2025
Q4 		$3.08M Buy
26,739
+134
+0.5% +$15.8K 0.48% 51
2025
Q3 		$2.99M Buy
26,605
+87
+0.3% +$9.52K 0.48% 47
2025
Q2 		$2.75M Hold
26,518
– – 0.54% 40
2025
Q1 		$2.9M Hold
26,518
– – 0.56% 37
2024
Q4 		$2.45M Buy
26,518
+560
+2% +$54.2K 0.44% 45
2024
Q3 		$2.66M Hold
25,958
– – 0.5% 48
2024
Q2 		$2.28M Hold
25,958
– – 0.44% 54
2024
Q1 		$2.23M Sell
25,958
-5
-0% -$406 0.44% 52
2023
Q4 		$2.11M Buy
25,963
+5
+0% +$388 0.4% 52
2023
Q3 		$1.95M Sell
25,958
-813
-3% -$66.2K 0.39% 59
2023
Q2 		$2.25M Buy
26,771
+3
+0% +$265 0.43% 51
2023
Q1 		$2.44M Buy
26,768
+105
+0.4% +$9.61K 0.49% 47
2022
Q4 		$2.53M Buy
26,663
+103
+0.4% +$9.38K 0.56% 42
2022
Q3 		$2.3M Buy
26,560
+5
+0% +$494 0.51% 47
2022
Q2 		$2.55M Sell
26,555
-571
-2% -$56.6K 0.53% 43
2022
Q1 		$2.71M Sell
27,126
-393
-1% -$35.9K 0.47% 46
2021
Q4 		$2.45M Buy
27,519
+22,738
+476% +$1.92M 0.35% 65
2021
Q3 		$388K Buy
4,781
+1,625
+51% +$142K 0.08% 147
2021
Q2 		$267K Buy
3,156
+718
+29% +$61.8K 0.07% 145
2021
Q1 		$206K Buy
+2,438
New +$197K 0.06% 146
2020
Q4 		– Sell
-2,330
Closed -$202K – 160
2020
Q3 		$202K Sell
2,330
-839
-26% -$69.1K 0.07% 140
2020
Q2 		$282K Sell
3,169
-341
-10% -$27.8K 0.11% 120
2020
Q1 		$292K Sell
3,510
-97
-3% -$9.17K 0.13% 118
2019
Q4 		$341K Buy
3,607
+172
+5% +$15.9K 0.12% 133
2019
Q3 		$322K Sell
3,435
-21
-0.6% -$1.91K 0.12% 135
2019
Q2 		$304K Buy
3,456
+5
+0.1% +$431 0.12% 135
2019
Q1 		$289K Sell
3,451
-753
-18% -$59.9K 0.11% 137
2018
Q4 		$314K Sell
4,204
-139
-3% -$10.4K 0.14% 116
2018
Q3 		$308K Sell
4,343
-846
-16% -$60.2K 0.11% 127
2018
Q2 		$359K Sell
5,189
-1,769
-25% -$119K 0.14% 115
2018
Q1 		$477K Sell
6,958
-1,233
-15% -$83K 0.2% 94
2017
Q4 		$603K Sell
8,191
-1,778
-18% -$133K 0.25% 94
2017
Q3 		$700K Sell
9,969
-206
-2% -$14.7K 0.3% 82
2017
Q2 		$707K Buy
10,175
+36
+0.4% +$2.5K 0.32% 79
2017
Q1 		$681K Buy
10,139
+15
+0.1% +$972 0.32% 77
2016
Q4 		$637K Buy
10,124
+42
+0.4% +$2.59K 0.33% 79
2016
Q3 		$647K Buy
10,082
+38
+0.4% +$2.56K 0.36% 79
2016
Q2 		$704K Buy
10,044
+163
+2% +$10.7K 0.41% 77
2016
Q1 		$656K Buy
9,881
+814
+9% +$50.3K 0.37% 78
2015
Q4 		$528K Buy
9,067
+569
+7% +$32.2K 0.35% 82
2015
Q3 		$483K Buy
8,498
+525
+7% +$29.1K 0.34% 84
2015
Q2 		$422K Buy
7,973
+4,306
+117% +$238K 0.27% 94
2015
Q1 		$204K Sell
3,667
-338
-8% -$20.1K 0.13% 130
2014
Q4 		$243K Buy
4,005
+146
+4% +$8.35K 0.16% 116
2014
Q3 		$201K Buy
3,859
+192
+5% +$10.2K 0.13% 128
2014
Q2 		$204K Buy
+3,667
New +$193K 0.13% 131

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

Strategic Advisors's AEP Position: Q1 2026 in Review

Strategic Advisors held its American Electric Power (AEP) position steady in Q1 2026 at 26,739 shares worth $3.5M. The position accounts for 0.58% of the portfolio, ranked #44.

Strategic Advisors first reported a position in AEP in Q2 2014 and has held it in 47 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Strategic Advisors held 26,739 shares of American Electric Power worth $3.5M as of Q1 2026.
  • Strategic Advisors left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.58% of Strategic Advisors's portfolio in Q1 2026, its #44 holding.
  • Strategic Advisors first reported a position in American Electric Power in Q2 2014 and has held it in 47 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Strategic Advisors's 13F filing for Q1 2026, filed 14 May 2026.