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Summit Securities Group’s American Electric Power AEP Stock Holding History

Summit Securities Group’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
2021
Q3 		– Sell
-46
Closed -$389K – 674
2021
Q2 		$389K Buy
+46
New +$3.96K 0.03% 449
2020
Q3 		– Sell
-30
Closed -$239K – 354
2020
Q2 		$239K Buy
+30
New +$2.45K 0.03% 367
2016
Q3 		– Sell
-53
Closed -$129K – 153
2016
Q2 		$129K Buy
+53
New +$3.47K 0.07% 212
2016
Q1 		– Sell
-15
Closed -$17K – 139
2015
Q4 		$17K Buy
+15
New +$850 0.01% 236

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

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.