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TruWealth Advisors’s American Electric Power AEP Stock Holding History

TruWealth 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 		$10.3M Buy
78,400
+5,889
+8% +$737K 0.49% 57
2025
Q4 		$8.36M Buy
+72,511
New +$8.56M 0.41% 56
2023
Q2 		– Sell
-96,259
Closed -$8.76M – 149
2023
Q1 		$8.76M Buy
96,259
+2,559
+3% +$234K 0.8% 38
2022
Q4 		$8.9M Buy
93,700
+11,074
+13% +$1.01M 0.87% 34
2022
Q3 		$7.14M Buy
+82,626
New +$8.17M 0.76% 36

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

TruWealth Advisors's AEP Position: Q1 2026 in Review

TruWealth Advisors increased its American Electric Power (AEP) stake by 8.1% in Q1 2026, buying an estimated $737K and bringing the position to 78,400 shares worth $10.3M. The position accounts for 0.49% of the portfolio, ranked #57.

TruWealth Advisors first reported a position in AEP in Q3 2022 and has held it in 5 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • TruWealth Advisors held 78,400 shares of American Electric Power worth $10.3M as of Q1 2026.
  • TruWealth Advisors bought 5,889 American Electric Power shares in Q1 2026, an estimated $737K.
  • American Electric Power made up 0.49% of TruWealth Advisors's portfolio in Q1 2026, its #57 holding.
  • TruWealth Advisors first reported a position in American Electric Power in Q3 2022 and has held it in 5 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on TruWealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.