Valley National Advisers’s American Electric Power AEP Stock Holding History

Valley National Advisers’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	$98K	Buy	750 +9	+1%	+$1.13K	0.01%	319
2025 Q4	$85K	Buy	741 +1	+0.1%	+$118	0.01%	333
2025 Q3	$83K	Buy	740 +3	+0.4%	+$328	0.01%	326
2025 Q2	$76K	Buy	737 +6	+0.8%	+$624	0.01%	333
2025 Q1	$79K	Buy	731 +4	+0.6%	+$405	0.01%	318
2024 Q4	$67K	Buy	727 +1	+0.1%	+$97	0.01%	322
2024 Q3	$74K	Sell	726 -208	-22%	-$20.3K	0.01%	311
2024 Q2	$81K	Sell	934 -17	-2%	-$1.49K	0.01%	332
2024 Q1	$81K	Buy	951 +40	+4%	+$3.25K	0.01%	340
2023 Q4	$74K	Buy	911 +171	+23%	+$13.3K	0.01%	350
2023 Q3	$56K	Buy	740 +21	+3%	+$1.71K	0.01%	370
2023 Q2	$61K	Buy	719 +2	+0.3%	+$177	0.01%	367
2023 Q1	$68K	Buy	717 +1	+0.1%	+$91	0.01%	343
2022 Q4	$69K	Sell	716 -61	-8%	-$5.55K	0.01%	344
2022 Q3	$67K	Hold	777	–	–	0.01%	337
2022 Q2	$73K	Hold	777	–	–	0.02%	307
2022 Q1	$78K	Sell	777 -65	-8%	-$5.94K	0.01%	309
2021 Q4	$75K	Buy	842 +25	+3%	+$2.11K	0.01%	313
2021 Q3	$66K	Sell	817 -30	-4%	-$2.62K	0.01%	319
2021 Q2	$72K	Hold	847	–	–	0.01%	309
2021 Q1	$72K	Sell	847 -106	-11%	-$8.54K	0.01%	304
2020 Q4	$79K	Hold	953	–	–	0.02%	276
2020 Q3	$78K	Buy	953 +160	+20%	+$13.2K	0.02%	252
2020 Q2	$63K	Buy	793 +156	+24%	+$12.7K	0.01%	273
2020 Q1	$51K	Buy	637 +212	+50%	+$20K	0.01%	288
2019 Q4	$40K	Hold	425	–	–	0.01%	344
2019 Q3	$40K	Hold	425	–	–	0.01%	329
2019 Q2	$37K	Hold	425	–	–	0.01%	314
2019 Q1	$36K	Sell	425 -67	-14%	-$5.33K	0.01%	313
2018 Q4	$37K	Buy	492 +67	+16%	+$5.03K	0.01%	282
2018 Q3	$30K	Hold	425	–	–	0.01%	303
2018 Q2	$29K	Hold	425	–	–	0.01%	300
2018 Q1	$29K	Hold	425	–	–	0.01%	292
2017 Q4	$31K	Sell	425 -91	-18%	-$6.8K	0.01%	284
2017 Q3	$36K	Hold	516	–	–	0.01%	271
2017 Q2	$36K	Sell	516 -3	-0.6%	-$208	0.01%	272
2017 Q1	$35K	Hold	519	–	–	0.01%	272
2016 Q4	$33K	Hold	519	–	–	0.02%	286
2016 Q3	$33K	Hold	519	–	–	0.02%	262
2016 Q2	$36K	Buy	519 +246	+90%	+$16.1K	0.02%	257
2016 Q1	$18K	Hold	273	–	–	0.01%	314
2015 Q4	$16K	Hold	273	–	–	0.01%	321
2015 Q3	$16K	Hold	273	–	–	0.01%	317
2015 Q2	$14K	Hold	273	–	–	0.01%	346
2015 Q1	$15K	Hold	273	–	–	0.01%	326
2014 Q4	$13K	Buy	+273	New	+$15.6K	0.01%	260

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

Valley National Advisers's AEP Position: Q1 2026 in Review

Valley National Advisers increased its American Electric Power (AEP) stake by 1.2% in Q1 2026, buying an estimated $1.13K and bringing the position to 750 shares worth $98K. The position accounts for 0.01% of the portfolio, ranked #319.

Valley National Advisers first reported a position in AEP in Q4 2014 and has held it in 46 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Valley National Advisers held 750 shares of American Electric Power worth $98K as of Q1 2026.
Valley National Advisers bought 9 American Electric Power shares in Q1 2026, an estimated $1.13K.
American Electric Power made up 0.01% of Valley National Advisers's portfolio in Q1 2026, its #319 holding.
Valley National Advisers first reported a position in American Electric Power in Q4 2014 and has held it in 46 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Valley National Advisers's 13F filing for Q1 2026, filed 15 Apr 2026.