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Sunbelt Securities’s American Electric Power AEP Stock Holding History

Sunbelt Securities’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 		$338K Buy
2,580
+1
+0% +$125 0.02% 500
2025
Q4 		$297K Sell
2,579
-7
-0.3% -$827 0.02% 535
2025
Q3 		$291K Sell
2,586
-2,369
-48% -$259K 0.02% 535
2025
Q2 		$457K Buy
4,955
+3,079
+164% +$320K 0.04% 369
2025
Q1 		$205K Sell
1,876
-3,079
-62% -$312K 0.02% 555
2024
Q4 		$456K Buy
4,955
+1,296
+35% +$125K 0.04% 372
2024
Q3 		$375K Buy
3,659
+378
+12% +$36.9K 0.04% 424
2024
Q2 		$288K Sell
3,281
-454
-12% -$39.7K 0.03% 463
2024
Q1 		$322K Buy
3,735
+451
+14% +$36.7K 0.04% 417
2023
Q4 		$267K Buy
3,284
+1,528
+87% +$119K 0.03% 425
2023
Q3 		$132K Sell
1,756
-48
-3% -$3.91K 0.02% 576
2023
Q2 		$152K Buy
1,804
+32
+2% +$2.83K 0.02% 538
2023
Q1 		$160K Buy
+1,772
New +$162K 0.03% 475
2022
Q2 		– Sell
-2,179
Closed -$217K – 440
2022
Q1 		$217K Sell
2,179
-3,286
-60% -$300K 0.04% 423
2021
Q4 		$493K Sell
5,465
-1,291
-19% -$109K 0.08% 272
2021
Q3 		$591K Hold
6,756
– – 0.11% 228
2021
Q2 		$591K Sell
6,756
-322
-5% -$27.7K 0.11% 228
2021
Q1 		$600K Buy
7,078
+8
+0.1% +$645 0.12% 210
2020
Q4 		$589K Buy
7,070
+3,924
+125% +$341K 0.12% 202
2020
Q3 		$259K Buy
3,146
+149
+5% +$12.3K 0.07% 274
2020
Q2 		$239K Sell
2,997
-5,920
-66% -$483K 0.08% 253
2020
Q1 		$783K Sell
8,917
-16,927
-65% -$1.6M 0.03% 170
2019
Q4 		$2.44M Sell
25,844
-1,192
-4% -$110K 0.26% 93
2019
Q3 		$2.53M Buy
27,036
+24,039
+802% +$2.18M 0.28% 83
2019
Q2 		$264K Buy
2,997
+1
+0% +$86 0.11% 217
2019
Q1 		$251K Sell
2,996
-939
-24% -$74.7K 0.13% 195
2018
Q4 		$294K Buy
3,935
+241
+7% +$18.1K 0.17% 157
2018
Q3 		$262K Buy
3,694
+297
+9% +$21.1K 0.14% 176
2018
Q2 		$235K Buy
+3,397
New +$229K 0.14% 186

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

Sunbelt Securities's AEP Position: Q1 2026 in Review

Sunbelt Securities increased its American Electric Power (AEP) stake by 0.04% in Q1 2026, buying an estimated $125 and bringing the position to 2,580 shares worth $338K. The position accounts for 0.02% of the portfolio, ranked #500.

Sunbelt Securities first reported a position in AEP in Q2 2018 and has held it in 29 quarters since. The position peaked at $2.53M in Q3 2019. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Sunbelt Securities held 2,580 shares of American Electric Power worth $338K as of Q1 2026.
  • Sunbelt Securities bought 1 American Electric Power share in Q1 2026, an estimated $125.
  • American Electric Power made up 0.02% of Sunbelt Securities's portfolio in Q1 2026, its #500 holding.
  • Sunbelt Securities first reported a position in American Electric Power in Q2 2018 and has held it in 29 quarters since.
  • Sunbelt Securities's American Electric Power position peaked at $2.53M in Q3 2019.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.