Trivium Point Advisory’s American Electric Power AEP Stock Holding History

Trivium Point Advisory’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	$1.21M	Sell	9,218 -1,647	-15%	-$206K	0.22%	112
2025 Q4	$1.25M	Sell	10,865 -623	-5%	-$73.6K	0.13%	158
2025 Q3	$1.29M	Sell	11,488 -389	-3%	-$42.6K	0.13%	150
2025 Q2	$1.23M	Sell	11,877 -700	-6%	-$72.8K	0.13%	154
2025 Q1	$1.37M	Sell	12,577 -812	-6%	-$82.3K	0.17%	140
2024 Q4	$1.23M	Sell	13,389 -384	-3%	-$37.2K	0.16%	151
2024 Q3	$1.29M	Buy	13,773 +188	+1%	+$18.3K	0.18%	142
2024 Q2	$1.19M	Sell	13,585 -1,465	-10%	-$128K	0.18%	133
2024 Q1	$1.3M	Sell	15,050 -2,293	-13%	-$186K	0.28%	90
2023 Q4	$1.41M	Sell	17,343 -3,280	-16%	-$255K	0.34%	91
2023 Q3	$1.5M	Buy	20,623 +148	+0.7%	+$12K	0.41%	77
2023 Q2	$1.72M	Sell	20,475 -311	-1%	-$27.5K	0.47%	73
2023 Q1	$1.89M	Buy	20,786 +865	+4%	+$79.1K	0.51%	65
2022 Q4	$1.92M	Buy	19,921 +870	+5%	+$79.2K	0.56%	62
2022 Q3	$1.61M	Buy	19,051 +265	+1%	+$26.2K	0.5%	66
2022 Q2	$1.78M	Buy	18,786 +310	+2%	+$30.7K	0.53%	62
2022 Q1	$1.93M	Buy	18,476 +1,320	+8%	+$121K	0.43%	80
2021 Q4	$1.53M	Buy	17,156 +300	+2%	+$25.3K	0.32%	100
2021 Q3	$1.42M	Sell	16,856 -890	-5%	-$77.7K	0.34%	96
2021 Q2	$1.5M	Sell	17,746 -2,110	-11%	-$182K	0.37%	95
2021 Q1	$1.68M	Sell	19,856 -1,910	-9%	-$154K	0.45%	80
2020 Q4	$1.74M	Sell	21,766 -1,096	-5%	-$95.1K	0.5%	63
2020 Q3	$1.87M	Buy	22,862 +1,476	+7%	+$122K	0.66%	48
2020 Q2	$1.76M	Buy	21,386 +1,050	+5%	+$85.7K	0.7%	50
2020 Q1	$1.69M	Buy	20,336 +96	+0.5%	+$9.08K	0.87%	39
2019 Q4	$1.91M	Buy	20,240 +120	+0.6%	+$11.1K	0.74%	46
2019 Q3	$1.87M	Sell	20,120 -325	-2%	-$29.5K	0.86%	43
2019 Q2	$1.8M	Buy	20,445 +471	+2%	+$40.6K	0.8%	42
2019 Q1	$1.67M	Sell	19,974 -4,669	-19%	-$371K	0.78%	49
2018 Q4	$1.84M	Buy	+24,643	New	+$1.85M	1.12%	27

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

Trivium Point Advisory's AEP Position: Q1 2026 in Review

Trivium Point Advisory reduced its American Electric Power (AEP) stake by 15% in Q1 2026, selling an estimated $206K and leaving 9,218 shares worth $1.21M. The position accounts for 0.22% of the portfolio, ranked #112.

Trivium Point Advisory first reported a position in AEP in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.93M in Q1 2022. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Trivium Point Advisory held 9,218 shares of American Electric Power worth $1.21M as of Q1 2026.
Trivium Point Advisory sold 1,647 American Electric Power shares in Q1 2026, an estimated $206K.
American Electric Power made up 0.22% of Trivium Point Advisory's portfolio in Q1 2026, its #112 holding.
Trivium Point Advisory first reported a position in American Electric Power in Q4 2018 and has held it in 30 quarters since.
Trivium Point Advisory's American Electric Power position peaked at $1.93M in Q1 2022.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Trivium Point Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.