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Strategic Wealth Partners’s American Electric Power AEP Stock Holding History

Strategic Wealth 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 		$439K Buy
3,346
+110
+3% +$13.8K 0.03% 208
2025
Q4 		$373K Buy
3,236
+2,167
+203% +$256K 0.03% 234
2025
Q3 		$120K Buy
1,069
+328
+44% +$35.9K 0.01% 409
2025
Q2 		$76.9K Buy
+741
New +$77.1K 0.01% 429
2024
Q1 		– Sell
-4,275
Closed -$347K – 281
2023
Q4 		$347K Sell
4,275
-17,943
-81% -$1.39M 0.04% 218
2023
Q3 		$1.67M Sell
22,218
-4,034
-15% -$328K 0.22% 114
2023
Q2 		$2.21M Sell
26,252
-229
-0.9% -$20.2K 0.29% 105
2023
Q1 		$2.41M Sell
26,481
-1,341
-5% -$123K 0.37% 79
2022
Q4 		$2.64M Sell
27,822
-1,722
-6% -$157K 0.49% 61
2022
Q3 		$2.55M Sell
29,544
-173
-0.6% -$17.1K 0.54% 57
2022
Q2 		$2.85M Sell
29,717
-506
-2% -$50.1K 0.62% 52
2022
Q1 		$3.02M Sell
30,223
-1,580
-5% -$144K 0.59% 51
2021
Q4 		$2.83M Buy
+31,803
New +$2.68M 0.54% 60
2019
Q4 		– Sell
-1,778
Closed -$165 – 141
2019
Q3 		$165 Buy
1,778
+34
+2% +$3.09K ﹤0.01% 250
2019
Q2 		$153K Sell
1,744
-993
-36% -$85.6K 0.07% 145
2019
Q1 		$227K Sell
2,737
-104
-4% -$8.27K 0.1% 133
2018
Q4 		$211K Hold
2,841
– – 0.11% 128
2018
Q3 		$201K Sell
2,841
-73
-3% -$5.19K 0.11% 128
2018
Q2 		$202K Sell
2,914
-7,477
-72% -$504K 0.12% 132
2018
Q1 		$713K Sell
10,391
-6,160
-37% -$415K 0.37% 96
2017
Q4 		$1.25M Buy
+16,551
New +$1.24M 0.69% 41

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 Wealth Partners's AEP Position: Q1 2026 in Review

Strategic Wealth Partners increased its American Electric Power (AEP) stake by 3.4% in Q1 2026, buying an estimated $13.8K and bringing the position to 3,346 shares worth $439K. The position accounts for 0.03% of the portfolio, ranked #208.

Strategic Wealth Partners first reported a position in AEP in Q4 2017 and has held it in 21 quarters since. The position peaked at $3.02M in Q1 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Strategic Wealth Partners held 3,346 shares of American Electric Power worth $439K as of Q1 2026.
  • Strategic Wealth Partners bought 110 American Electric Power shares in Q1 2026, an estimated $13.8K.
  • American Electric Power made up 0.03% of Strategic Wealth Partners's portfolio in Q1 2026, its #208 holding.
  • Strategic Wealth Partners first reported a position in American Electric Power in Q4 2017 and has held it in 21 quarters since.
  • Strategic Wealth Partners's American Electric Power position peaked at $3.02M in Q1 2022.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.