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Stratos Wealth Advisors’s American Electric Power AEP Stock Holding History

Stratos Wealth 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 		$673K Buy
5,133
+122
+2% +$15.3K 0.04% 339
2025
Q4 		$578K Sell
5,011
-130
-3% -$15.4K 0.03% 406
2025
Q3 		$578K Sell
5,141
-5
-0.1% -$547 0.03% 430
2025
Q2 		$534K Sell
5,146
-434
-8% -$45.2K 0.03% 438
2025
Q1 		$610K Sell
5,580
-758
-12% -$76.8K 0.03% 398
2024
Q4 		$585K Sell
6,338
-1,532
-19% -$148K 0.03% 435
2024
Q3 		$807K Sell
7,870
-3,205
-29% -$313K 0.04% 395
2024
Q2 		$972K Buy
11,075
+53
+0.5% +$4.64K 0.05% 339
2024
Q1 		$949K Sell
11,022
-1,278
-10% -$104K 0.06% 336
2023
Q4 		$999K Buy
12,300
+308
+3% +$23.9K 0.06% 326
2023
Q3 		$902K Buy
11,992
+6,731
+128% +$548K 0.06% 322
2023
Q2 		$443K Sell
5,261
-116
-2% -$10.2K 0.03% 445
2023
Q1 		$489K Sell
5,377
-159
-3% -$14.5K 0.04% 421
2022
Q4 		$526K Sell
5,536
-1,125
-17% -$102K 0.04% 391
2022
Q3 		$576K Sell
6,661
-615
-8% -$60.8K 0.06% 333
2022
Q2 		$698K Sell
7,276
-27
-0.4% -$2.68K 0.06% 310
2022
Q1 		$729K Sell
7,303
-448
-6% -$40.9K 0.06% 324
2021
Q4 		$690K Buy
7,751
+130
+2% +$11K 0.05% 337
2021
Q3 		$619K Sell
7,621
-1,875
-20% -$164K 0.05% 319
2021
Q2 		$803K Buy
9,496
+487
+5% +$41.9K 0.07% 272
2021
Q1 		$763K Buy
9,009
+816
+10% +$65.8K 0.08% 254
2020
Q4 		$682K Buy
8,193
+782
+11% +$67.9K 0.09% 209
2020
Q3 		$606K Buy
7,411
+866
+13% +$71.3K 0.15% 153
2020
Q2 		$521K Buy
6,545
+3,036
+87% +$248K 0.16% 141
2020
Q1 		$281K Sell
3,509
-143
-4% -$13.5K 0.2% 114
2019
Q4 		$345K Sell
3,652
-173
-5% -$16K 0.2% 121
2019
Q3 		$358K Sell
3,825
-262
-6% -$23.8K 0.14% 167
2019
Q2 		$360K Buy
4,087
+429
+12% +$37K 0.14% 151
2019
Q1 		$306K Sell
3,658
-131
-3% -$10.4K 0.17% 155
2018
Q4 		$283K Buy
+3,789
New +$284K 0.19% 144

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

Stratos Wealth Advisors's AEP Position: Q1 2026 in Review

Stratos Wealth Advisors increased its American Electric Power (AEP) stake by 2.4% in Q1 2026, buying an estimated $15.3K and bringing the position to 5,133 shares worth $673K. The position accounts for 0.04% of the portfolio, ranked #339.

Stratos Wealth Advisors first reported a position in AEP in Q4 2018 and has held it in 30 quarters since. The position peaked at $999K in Q4 2023. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Stratos Wealth Advisors held 5,133 shares of American Electric Power worth $673K as of Q1 2026.
  • Stratos Wealth Advisors bought 122 American Electric Power shares in Q1 2026, an estimated $15.3K.
  • American Electric Power made up 0.04% of Stratos Wealth Advisors's portfolio in Q1 2026, its #339 holding.
  • Stratos Wealth Advisors first reported a position in American Electric Power in Q4 2018 and has held it in 30 quarters since.
  • Stratos Wealth Advisors's American Electric Power position peaked at $999K in Q4 2023.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Stratos Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.