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

Trifecta 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	$131K	Hold	1,000	–	–	0.02%	131
2025 Q4	$115K	Sell	1,000 -10	-1%	-$1.18K	0.02%	130
2025 Q3	$114K	Hold	1,010	–	–	0.02%	138
2025 Q2	$105K	Hold	1,010	–	–	0.02%	142
2025 Q1	$110K	Hold	1,010	–	–	0.02%	103
2024 Q4	$93.2K	Hold	1,010	–	–	0.02%	108
2024 Q3	$104K	Hold	1,010	–	–	0.02%	107
2024 Q2	$88.6K	Hold	1,010	–	–	0.02%	111
2024 Q1	$87K	Hold	1,010	–	–	0.02%	115
2023 Q4	$82K	Hold	1,010	–	–	0.02%	112
2023 Q3	$76K	Hold	1,010	–	–	0.02%	114
2023 Q2	$85K	Hold	1,010	–	–	0.03%	114
2023 Q1	$91.9K	Buy	1,010 +749	+287%	+$68.5K	0.03%	114
2022 Q4	$24.8K	Buy	+261	New	+$23.8K	0.01%	163

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

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

Trifecta Capital Advisors held its American Electric Power (AEP) position steady in Q1 2026 at 1,000 shares worth $131K. The position accounts for 0.02% of the portfolio, ranked #131.

Trifecta Capital Advisors first reported a position in AEP in Q4 2022 and has held it in 14 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Trifecta Capital Advisors held 1,000 shares of American Electric Power worth $131K as of Q1 2026.
Trifecta Capital Advisors left its American Electric Power share count unchanged in Q1 2026.
American Electric Power made up 0.02% of Trifecta Capital Advisors's portfolio in Q1 2026, its #131 holding.
Trifecta Capital Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 14 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Trifecta Capital Advisors's 13F filing for Q1 2026, filed 1 May 2026.