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Tradition Wealth Management’s American Electric Power AEP Stock Holding History

Tradition Wealth Management’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 		$377K Buy
2,880
+268
+10% +$33.5K 0.03% 342
2025
Q4 		$301K Buy
2,612
+124
+5% +$14.6K 0.02% 377
2025
Q3 		$280K Buy
+2,488
New +$272K 0.02% 389
2025
Q2 		– Sell
-1,968
Closed -$215K – 462
2025
Q1 		$215K Buy
+1,968
New +$199K 0.02% 397
2024
Q1 		– Sell
-372
Closed -$30K – 407
2023
Q4 		$30K Buy
372
+3
+0.8% +$233 ﹤0.01% 748
2023
Q3 		$28K Buy
369
+2
+0.5% +$163 ﹤0.01% 749
2023
Q2 		$31K Sell
367
-55
-13% -$4.86K ﹤0.01% 750
2023
Q1 		$38K Buy
422
+51
+14% +$4.67K ﹤0.01% 685
2022
Q4 		$35K Sell
371
-19
-5% -$1.73K ﹤0.01% 620
2022
Q3 		$34K Buy
390
+3
+0.8% +$297 0.01% 615
2022
Q2 		$37K Buy
387
+1
+0.3% +$99 0.01% 518
2022
Q1 		$38K Buy
386
+106
+38% +$9.68K ﹤0.01% 572
2021
Q4 		$25K Hold
280
– – ﹤0.01% 675
2021
Q3 		$23K Hold
280
– – ﹤0.01% 689
2021
Q2 		$24K Sell
280
-1
-0.4% -$86 ﹤0.01% 713
2021
Q1 		$24K Buy
281
+1
+0.4% +$81 ﹤0.01% 595
2020
Q4 		$23K Buy
+280
New +$24.3K ﹤0.01% 558

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

Tradition Wealth Management's AEP Position: Q1 2026 in Review

Tradition Wealth Management increased its American Electric Power (AEP) stake by 10% in Q1 2026, buying an estimated $33.5K and bringing the position to 2,880 shares worth $377K. The position accounts for 0.03% of the portfolio, ranked #342.

Tradition Wealth Management first reported a position in AEP in Q4 2020 and has held it in 17 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Tradition Wealth Management held 2,880 shares of American Electric Power worth $377K as of Q1 2026.
  • Tradition Wealth Management bought 268 American Electric Power shares in Q1 2026, an estimated $33.5K.
  • American Electric Power made up 0.03% of Tradition Wealth Management's portfolio in Q1 2026, its #342 holding.
  • Tradition Wealth Management first reported a position in American Electric Power in Q4 2020 and has held it in 17 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.