United Capital Financial Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.34M | Buy |
25,479
+1,804
| +8% | +$226K | 0.02% | 450 |
|
|
2025
Q4 | $2.73M | Buy |
23,675
+2,197
| +10% | +$259K | 0.02% | 461 |
|
|
2025
Q3 | $2.42M | Buy |
21,478
+538
| +3% | +$58.9K | 0.02% | 424 |
|
|
2025
Q2 | $2.17M | Buy |
20,940
+1,775
| +9% | +$185K | 0.02% | 424 |
|
|
2025
Q1 | $2.09M | Buy |
19,165
+477
| +3% | +$48.3K | 0.02% | 418 |
|
|
2024
Q4 | $1.72M | Sell |
18,688
-423
| -2% | -$40.9K | 0.01% | 448 |
|
|
2024
Q3 | $1.96M | Buy |
19,111
+453
| +2% | +$44.2K | 0.02% | 425 |
|
|
2024
Q2 | $1.64M | Buy |
18,658
+184
| +1% | +$16.1K | 0.01% | 444 |
|
|
2024
Q1 | $1.59M | Sell |
18,474
-128
| -0.7% | -$10.4K | 0.01% | 471 |
|
|
2023
Q4 | $1.51M | Buy |
18,602
+8,716
| +88% | +$677K | 0.01% | 473 |
|
|
2023
Q3 | $744K | Sell |
9,886
-10,071
| -50% | -$819K | ﹤0.01% | 565 |
|
|
2023
Q2 | $1.68M | Sell |
19,957
-1,657
| -8% | -$146K | 0.01% | 464 |
|
|
2023
Q1 | $1.97M | Sell |
21,614
-4,659
| -18% | -$426K | 0.01% | 452 |
|
|
2022
Q4 | $2.49M | Buy |
26,273
+2,519
| +11% | +$229K | 0.01% | 440 |
|
|
2022
Q3 | $2.05M | Sell |
23,754
-2,297
| -9% | -$227K | 0.01% | 471 |
|
|
2022
Q2 | $2.5M | Buy |
26,051
+88
| +0.3% | +$8.72K | 0.01% | 453 |
|
|
2022
Q1 | $2.59M | Sell |
25,963
-3,052
| -11% | -$279K | 0.01% | 471 |
|
|
2021
Q4 | $2.58M | Sell |
29,015
-2,331
| -7% | -$197K | 0.01% | 489 |
|
|
2021
Q3 | $2.54M | Sell |
31,346
-150,151
| -83% | -$13.1M | 0.01% | 479 |
|
|
2021
Q2 | $15.4M | Buy |
181,497
+6,423
| +4% | +$553K | 0.08% | 222 |
|
|
2021
Q1 | $14.8M | Buy |
175,074
+12,672
| +8% | +$1.02M | 0.08% | 219 |
|
|
2020
Q4 | $13.5M | Sell |
162,402
-1,729
| -1% | -$150K | 0.08% | 223 |
|
|
2020
Q3 | $13.4M | Buy |
164,131
+1,467
| +0.9% | +$121K | 0.09% | 214 |
|
|
2020
Q2 | $13M | Buy |
162,664
+11,098
| +7% | +$906K | 0.09% | 216 |
|
|
2020
Q1 | $12.1M | Sell |
151,566
-3,439
| -2% | -$325K | 0.1% | 206 |
|
|
2019
Q4 | $14.7M | Buy |
155,005
+3,927
| +3% | +$363K | 0.09% | 248 |
|
|
2019
Q3 | $14.2M | Sell |
151,078
-3,786
| -2% | -$344K | 0.1% | 239 |
|
|
2019
Q2 | $13.6M | Sell |
154,864
-906
| -0.6% | -$78.1K | 0.09% | 243 |
|
|
2019
Q1 | $13M | Buy |
155,770
+8,295
| +6% | +$660K | 0.09% | 247 |
|
|
2018
Q4 | $11M | Buy |
147,475
+2,231
| +2% | +$167K | 0.09% | 242 |
|
|
2018
Q3 | $10.3M | Buy |
145,244
+1,369
| +1% | +$97.4K | 0.07% | 296 |
|
|
2018
Q2 | $9.96M | Buy |
143,875
+2,844
| +2% | +$192K | 0.07% | 300 |
|
|
2018
Q1 | $9.67M | Buy |
141,031
+4,303
| +3% | +$290K | 0.07% | 301 |
|
|
2017
Q4 | $10.1M | Sell |
136,728
-4,507
| -3% | -$337K | 0.08% | 298 |
|
|
2017
Q3 | $9.92M | Buy |
141,235
+8,824
| +7% | +$629K | 0.08% | 284 |
|
|
2017
Q2 | $9.2M | Buy |
132,411
+4,557
| +4% | +$317K | 0.08% | 282 |
|
|
2017
Q1 | $8.58M | Sell |
127,854
-442
| -0.3% | -$28.6K | 0.08% | 294 |
|
|
2016
Q4 | $8.08M | Sell |
128,296
-12,623
| -9% | -$779K | 0.08% | 302 |
|
|
2016
Q3 | $9.05M | Buy |
140,919
+12,636
| +10% | +$850K | 0.09% | 285 |
|
|
2016
Q2 | $8.98M | Sell |
128,283
-1,601
| -1% | -$105K | 0.09% | 263 |
|
|
2016
Q1 | $8.62M | Buy |
129,884
+109,952
| +552% | +$6.8M | 0.1% | 235 |
|
|
2015
Q4 | $1.16M | Sell |
19,932
-1,376
| -6% | -$78K | 0.01% | 653 |
|
|
2015
Q3 | $1.21M | Sell |
21,308
-5,602
| -21% | -$311K | 0.01% | 641 |
|
|
2015
Q2 | $1.43M | Buy |
26,910
+10,443
| +63% | +$578K | 0.02% | 661 |
|
|
2015
Q1 | $936K | Buy |
16,467
+10,572
| +179% | +$627K | 0.01% | 734 |
|
|
2014
Q4 | $358K | Buy |
5,895
+882
| +18% | +$50.5K | 0.01% | 914 |
|
|
2014
Q3 | $262K | Buy |
+5,013
| New | +$265K | ﹤0.01% | 964 |
|
|
2014
Q2 | – | Sell |
-5,326
| Closed | -$270K | – | 779 |
|
|
2014
Q1 | $270K | Buy |
+5,326
| New | +$259K | 0.01% | 806 |
|
|
2013
Q4 | – | Sell |
-6,194
| Closed | -$268K | – | 637 |
|
|
2013
Q3 | $268K | Buy |
+6,194
| New | +$275K | 0.01% | 580 |
|
Other funds holding AEP
VCM
VPM
United Capital Financial Advisors's AEP Position: Q1 2026 in Review
United Capital Financial Advisors increased its American Electric Power (AEP) stake by 7.6% in Q1 2026, buying an estimated $226K and bringing the position to 25,479 shares worth $3.34M. The position accounts for 0.02% of the portfolio, ranked #450.
United Capital Financial Advisors first reported a position in AEP in Q3 2013 and has held it in 49 quarters since. The position peaked at $15.4M in Q2 2021. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- United Capital Financial Advisors held 25,479 shares of American Electric Power worth $3.34M as of Q1 2026.
- United Capital Financial Advisors bought 1,804 American Electric Power shares in Q1 2026, an estimated $226K.
- American Electric Power made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #450 holding.
- United Capital Financial Advisors first reported a position in American Electric Power in Q3 2013 and has held it in 49 quarters since.
- United Capital Financial Advisors's American Electric Power position peaked at $15.4M in Q2 2021.
- 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.