Trajan Wealth’s American Electric Power AEP Stock Holding History

Trajan Wealth’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	$6.18M	Buy	47,169 +1,854	+4%	+$232K	0.25%	74
2025 Q4	$5.23M	Sell	45,315 -275	-0.6%	-$32.5K	0.22%	80
2025 Q3	$5.13M	Sell	45,590 -420	-0.9%	-$46K	0.22%	80
2025 Q2	$4.77M	Buy	46,010 +327	+0.7%	+$34K	0.23%	80
2025 Q1	$4.99M	Sell	45,683 -2,893	-6%	-$293K	0.27%	77
2024 Q4	$4.48M	Buy	48,576 +2,408	+5%	+$233K	0.25%	85
2024 Q3	$4.74M	Buy	46,168 +166	+0.4%	+$16.2K	0.28%	79
2024 Q2	$4.04M	Sell	46,002 -107	-0.2%	-$9.36K	0.26%	84
2024 Q1	$3.97M	Buy	+46,109	New	+$3.75M	0.27%	88

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Trajan Wealth's AEP Position: Q1 2026 in Review

Trajan Wealth increased its American Electric Power (AEP) stake by 4.1% in Q1 2026, buying an estimated $232K and bringing the position to 47,169 shares worth $6.18M. The position accounts for 0.25% of the portfolio, ranked #74.

Trajan Wealth first reported a position in AEP in Q1 2024 and has held it in 9 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Trajan Wealth held 47,169 shares of American Electric Power worth $6.18M as of Q1 2026.
Trajan Wealth bought 1,854 American Electric Power shares in Q1 2026, an estimated $232K.
American Electric Power made up 0.25% of Trajan Wealth's portfolio in Q1 2026, its #74 holding.
Trajan Wealth first reported a position in American Electric Power in Q1 2024 and has held it in 9 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Trajan Wealth's 13F filing for Q1 2026, filed 14 May 2026.