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Transcend Capital Advisors’s American Electric Power AEP Stock Holding History

Transcend Capital 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 		$708K Buy
5,404
+1,360
+34% +$170K 0.06% 303
2025
Q4 		$466K Sell
4,044
-3,896
-49% -$460K 0.04% 376
2025
Q3 		$893K Buy
7,940
+1,751
+28% +$192K 0.06% 270
2025
Q2 		$642K Sell
6,189
-16,516
-73% -$1.72M 0.05% 296
2025
Q1 		$2.48M Buy
22,705
+908
+4% +$92K 0.18% 133
2024
Q4 		$2.01M Sell
21,797
-328
-1% -$31.7K 0.15% 158
2024
Q3 		$2.27M Sell
22,125
-264
-1% -$25.8K 0.15% 155
2024
Q2 		$1.96M Buy
22,389
+570
+3% +$49.9K 0.14% 155
2024
Q1 		$1.88M Buy
21,819
+17,778
+440% +$1.45M 0.15% 151
2023
Q4 		$328K Sell
4,041
-874
-18% -$67.8K 0.03% 371
2023
Q3 		$370K Sell
4,915
-4,263
-46% -$347K 0.04% 340
2023
Q2 		$773K Sell
9,178
-15
-0.2% -$1.32K 0.07% 238
2023
Q1 		$836K Sell
9,193
-201
-2% -$18.4K 0.09% 223
2022
Q4 		$892K Sell
9,394
-1,223
-12% -$111K 0.1% 212
2022
Q3 		$918K Sell
10,617
-3,633
-25% -$359K 0.1% 200
2022
Q2 		$1.37M Buy
14,250
+288
+2% +$28.5K 0.14% 162
2022
Q1 		$1.39M Buy
13,962
+1,381
+11% +$126K 0.12% 177
2021
Q4 		$1.12M Buy
12,581
+348
+3% +$29.4K 0.1% 206
2021
Q3 		$1.03M Buy
12,233
+3,278
+37% +$286K 0.09% 211
2021
Q2 		$758K Buy
8,955
+3,275
+58% +$282K 0.11% 176
2021
Q1 		$481K Sell
5,680
-5,186
-48% -$418K 0.06% 251
2020
Q4 		$905K Buy
10,866
+6,677
+159% +$579K 0.12% 180
2020
Q3 		$342K Buy
+4,189
New +$345K 0.06% 202

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

Transcend Capital Advisors's AEP Position: Q1 2026 in Review

Transcend Capital Advisors increased its American Electric Power (AEP) stake by 34% in Q1 2026, buying an estimated $170K and bringing the position to 5,404 shares worth $708K. The position accounts for 0.06% of the portfolio, ranked #303.

Transcend Capital Advisors first reported a position in AEP in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.48M in Q1 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Transcend Capital Advisors held 5,404 shares of American Electric Power worth $708K as of Q1 2026.
  • Transcend Capital Advisors bought 1,360 American Electric Power shares in Q1 2026, an estimated $170K.
  • American Electric Power made up 0.06% of Transcend Capital Advisors's portfolio in Q1 2026, its #303 holding.
  • Transcend Capital Advisors first reported a position in American Electric Power in Q3 2020 and has held it in 23 quarters since.
  • Transcend Capital Advisors's American Electric Power position peaked at $2.48M in Q1 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.