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Swan Capital’s American Electric Power AEP Stock Holding History

Swan Capital’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 		$13.1K Hold
100
– – ﹤0.01% 168
2025
Q4 		$11.5K Hold
100
– – ﹤0.01% 161
2025
Q3 		$11.3K Hold
100
– – ﹤0.01% 153
2025
Q2 		$10.4K Hold
100
– – ﹤0.01% 157
2025
Q1 		$10.9K Hold
100
– – 0.01% 136
2024
Q4 		$9.22K Hold
100
– – ﹤0.01% 137
2024
Q3 		$10.3K Hold
100
– – 0.01% 140
2024
Q2 		$8.77K Buy
+100
New +$8.75K ﹤0.01% 136

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

Swan Capital's AEP Position: Q1 2026 in Review

Swan Capital held its American Electric Power (AEP) position steady in Q1 2026 at 100 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #168.

Swan Capital first reported a position in AEP in Q2 2024 and has held it in 8 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Swan Capital held 100 shares of American Electric Power worth $13.1K as of Q1 2026.
  • Swan Capital left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up ﹤0.01% of Swan Capital's portfolio in Q1 2026, its #168 holding.
  • Swan Capital first reported a position in American Electric Power in Q2 2024 and has held it in 8 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Swan Capital's 13F filing for Q1 2026, filed 14 May 2026.