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tru Independence’s American Electric Power AEP Stock Holding History

tru Independence’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 		$236K Sell
1,799
-53
-3% -$6.63K 0.12% 90
2025
Q4 		$214K Buy
+1,852
New +$219K 0.05% 127
2021
Q3 		– Sell
-508
Closed -$43K – 198
2021
Q2 		$43K Buy
+508
New +$43.7K 0.01% 223
2021
Q1 		– Sell
-619
Closed -$52 – 304
2020
Q4 		$52 Buy
+619
New +$53.7K ﹤0.01% 485
2020
Q3 		– Sell
-609
Closed -$48 – 324
2020
Q2 		$48 Sell
609
-199
-25% -$16.2K 0.01% 379
2020
Q1 		$65 Hold
808
– – 0.01% 276
2019
Q4 		$65K Buy
+808
New +$74.6K 0.01% 343

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

tru Independence's AEP Position: Q1 2026 in Review

tru Independence reduced its American Electric Power (AEP) stake by 2.9% in Q1 2026, selling an estimated $6.63K and leaving 1,799 shares worth $236K. The position accounts for 0.12% of the portfolio, ranked #90.

tru Independence first reported a position in AEP in Q4 2019 and has held it in 7 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • tru Independence held 1,799 shares of American Electric Power worth $236K as of Q1 2026.
  • tru Independence sold 53 American Electric Power shares in Q1 2026, an estimated $6.63K.
  • American Electric Power made up 0.12% of tru Independence's portfolio in Q1 2026, its #90 holding.
  • tru Independence first reported a position in American Electric Power in Q4 2019 and has held it in 7 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on tru Independence's 13F filing for Q1 2026, filed 22 Apr 2026.