Summit Securities Group’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-3,008
| Closed | -$347K | – | 1026 |
|
|
2025
Q4 | $347K | Buy |
3,008
+2,835
| +1,639% | +$335K | 0.05% | 244 |
|
|
2025
Q3 | $19.5K | Buy |
+173
| New | +$18.9K | ﹤0.01% | 771 |
|
|
2025
Q1 | – | Sell |
-85
| Closed | -$7.84K | – | 771 |
|
|
2024
Q4 | $7.84K | Buy |
+85
| New | +$8.23K | ﹤0.01% | 488 |
|
|
2024
Q3 | – | Sell |
-70
| Closed | -$6K | – | 537 |
|
|
2024
Q2 | $6K | Buy |
+70
| New | +$6.12K | ﹤0.01% | 474 |
|
|
2024
Q1 | – | Sell |
-42
| Closed | -$3K | – | 429 |
|
|
2023
Q4 | $3K | Sell |
42
-16
| -28% | -$1.24K | ﹤0.01% | 588 |
|
|
2023
Q3 | $4K | Sell |
58
-667
| -92% | -$54.3K | ﹤0.01% | 471 |
|
|
2023
Q2 | $61K | Buy |
+725
| New | +$64K | 0.01% | 366 |
|
|
2022
Q4 | – | Sell |
-3,331
| Closed | -$288K | – | 1133 |
|
|
2022
Q3 | $288K | Buy |
3,331
+2,631
| +376% | +$260K | 0.02% | 354 |
|
|
2022
Q2 | $67K | Sell |
700
-3,182
| -82% | -$315K | 0.01% | 482 |
|
|
2022
Q1 | $387K | Sell |
3,882
-1,086
| -22% | -$99.2K | 0.04% | 269 |
|
|
2021
Q4 | $442K | Buy |
+4,968
| New | +$419K | 0.02% | 402 |
|
|
2020
Q3 | – | Sell |
-2,900
| Closed | -$231K | – | 355 |
|
|
2020
Q2 | $231K | Buy |
+2,900
| New | +$237K | 0.03% | 372 |
|
|
2020
Q1 | – | Sell |
-5,600
| Closed | -$529K | – | 282 |
|
|
2019
Q4 | $529K | Buy |
+5,600
| New | +$517K | 0.04% | 276 |
|
|
2017
Q2 | – | Sell |
-6,701
| Closed | -$450K | – | 232 |
|
|
2017
Q1 | $450K | Buy |
+6,701
| New | +$434K | 0.13% | 149 |
|
|
2015
Q4 | – | Sell |
-100
| Closed | -$5.67K | – | 279 |
|
|
2015
Q3 | $6K | Buy |
+100
| New | +$5.55K | ﹤0.01% | 281 |
|
|
2015
Q2 | – | Sell |
-2,515
| Closed | -$141K | – | 445 |
|
|
2015
Q1 | $141K | Buy |
2,515
+2,415
| +2,415% | +$143K | 0.11% | 105 |
|
|
2014
Q4 | $6K | Sell |
100
-300
| -75% | -$17.2K | ﹤0.01% | 487 |
|
|
2014
Q3 | $21K | Sell |
400
-1,400
| -78% | -$74K | 0.01% | 474 |
|
|
2014
Q2 | $100K | Buy |
1,800
+1,300
| +260% | +$68.6K | 0.03% | 236 |
|
|
2014
Q1 | $25K | Buy |
+500
| New | +$24.3K | 0.01% | 223 |
|
Other funds holding AEP
VCM
VPM
Summit Securities Group's AEP Position: Q1 2026 in Review
Summit Securities Group sold out of American Electric Power (AEP) in Q1 2026, closing a stake of 3,008 shares — an estimated $347K sold.
Summit Securities Group first reported a position in AEP in Q1 2014 and held it in 20 quarters. The position peaked at $529K in Q4 2019. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- Summit Securities Group reported no remaining American Electric Power position as of Q1 2026 after selling out during the quarter.
- Summit Securities Group sold 3,008 American Electric Power shares in Q1 2026, an estimated $347K.
- Summit Securities Group first reported a position in American Electric Power in Q1 2014 and held it in 20 quarters.
- Summit Securities Group's American Electric Power position peaked at $529K in Q4 2019.
- 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.