STA
AEP icon

Summit Trail Advisors’s American Electric Power AEP Stock Holding History

Summit Trail 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 		$3.52M Buy
26,890
+7,833
+41% +$980K 0.05% 246
2025
Q4 		$2.2M Buy
19,057
+110
+0.6% +$13K 0.04% 355
2025
Q3 		$2.13M Buy
18,947
+4,603
+32% +$504K 0.03% 414
2025
Q2 		$1.49M Buy
+14,344
New +$1.49M 0.03% 343
2024
Q4 		– Sell
-4,513
Closed -$463K – 402
2024
Q3 		$463K Buy
4,513
+509
+13% +$49.7K 0.01% 412
2024
Q2 		$351K Buy
4,004
+634
+19% +$55.5K 0.01% 442
2024
Q1 		$290K Buy
3,370
+343
+11% +$27.9K 0.01% 472
2023
Q4 		$246K Sell
3,027
-2,441
-45% -$189K 0.01% 444
2023
Q3 		$411K Buy
5,468
+2,583
+90% +$210K 0.02% 309
2023
Q2 		$243K Buy
2,885
+64
+2% +$5.65K 0.01% 423
2023
Q1 		$257K Buy
+2,821
New +$258K 0.01% 349
2019
Q4 		– Sell
-2,472
Closed -$232K – 76
2019
Q3 		$232K Buy
+2,472
New +$224K 0.08% 77
2018
Q4 		– Sell
-5,066
Closed -$359K – 111
2018
Q3 		$359K Buy
+5,066
New +$360K 0.08% 132
2018
Q2 		– Sell
-7,257
Closed -$219K – 485
2018
Q1 		$219K Buy
7,257
+2,771
+62% +$187K 0.04% 354
2017
Q4 		$319K Buy
+4,486
New +$335K 0.04% 305

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 Trail Advisors's AEP Position: Q1 2026 in Review

Summit Trail Advisors increased its American Electric Power (AEP) stake by 41% in Q1 2026, buying an estimated $980K and bringing the position to 26,890 shares worth $3.52M. The position accounts for 0.05% of the portfolio, ranked #246.

Summit Trail Advisors first reported a position in AEP in Q4 2017 and has held it in 15 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Summit Trail Advisors held 26,890 shares of American Electric Power worth $3.52M as of Q1 2026.
  • Summit Trail Advisors bought 7,833 American Electric Power shares in Q1 2026, an estimated $980K.
  • American Electric Power made up 0.05% of Summit Trail Advisors's portfolio in Q1 2026, its #246 holding.
  • Summit Trail Advisors first reported a position in American Electric Power in Q4 2017 and has held it in 15 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.