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U.S. Capital Wealth Advisors’s American Electric Power AEP Stock Holding History

U.S. Capital Wealth 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 		$15.1M Buy
114,859
+1,722
+2% +$215K 0.38% 58
2025
Q4 		$13M Buy
113,137
+1,622
+1% +$192K 0.34% 66
2025
Q3 		$12.5M Buy
111,515
+3,024
+3% +$331K 0.34% 68
2025
Q2 		$11.3M Buy
108,491
+12,282
+13% +$1.28M 0.33% 71
2025
Q1 		$10.5M Buy
96,209
+225
+0.2% +$22.8K 0.32% 70
2024
Q4 		$8.85M Sell
95,984
-61,485
-39% -$5.95M 0.27% 73
2024
Q3 		$16.2M Sell
157,469
-12,351
-7% -$1.21M 0.57% 33
2024
Q2 		$14.9M Buy
169,820
+23,478
+16% +$2.05M 0.56% 37
2024
Q1 		$12.6M Sell
146,342
-12,780
-8% -$1.04M 0.49% 44
2023
Q4 		$12.9M Buy
159,122
+64,880
+69% +$5.04M 0.51% 41
2023
Q3 		$7.09M Sell
94,242
-8,056
-8% -$656K 0.32% 70
2023
Q2 		$8.61M Buy
102,298
+58,631
+134% +$5.18M 0.41% 58
2023
Q1 		$3.97M Sell
43,667
-1,346
-3% -$123K 0.18% 116
2022
Q4 		$4.27M Sell
45,013
-35,246
-44% -$3.21M 0.2% 111
2022
Q3 		$6.94M Buy
80,259
+128
+0.2% +$12.7K 0.35% 60
2022
Q2 		$7.69M Buy
80,131
+5,509
+7% +$546K 0.34% 63
2022
Q1 		$7.45M Buy
74,622
+12,133
+19% +$1.11M 0.27% 78
2021
Q4 		$5.56M Buy
62,489
+272
+0.4% +$22.9K 0.22% 103
2021
Q3 		$5.05M Buy
+62,217
New +$5.43M 0.22% 117

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

U.S. Capital Wealth Advisors's AEP Position: Q1 2026 in Review

U.S. Capital Wealth Advisors increased its American Electric Power (AEP) stake by 1.5% in Q1 2026, buying an estimated $215K and bringing the position to 114,859 shares worth $15.1M. The position accounts for 0.38% of the portfolio, ranked #58.

U.S. Capital Wealth Advisors first reported a position in AEP in Q3 2021 and has held it in 19 quarters since. The position peaked at $16.2M in Q3 2024. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • U.S. Capital Wealth Advisors held 114,859 shares of American Electric Power worth $15.1M as of Q1 2026.
  • U.S. Capital Wealth Advisors bought 1,722 American Electric Power shares in Q1 2026, an estimated $215K.
  • American Electric Power made up 0.38% of U.S. Capital Wealth Advisors's portfolio in Q1 2026, its #58 holding.
  • U.S. Capital Wealth Advisors first reported a position in American Electric Power in Q3 2021 and has held it in 19 quarters since.
  • U.S. Capital Wealth Advisors's American Electric Power position peaked at $16.2M in Q3 2024.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2026, filed 7 Apr 2026.