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Valmark Advisers’s American Electric Power AEP Stock Holding History

Valmark 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 		$366K Buy
2,789
+812
+41% +$102K ﹤0.01% 542
2025
Q4 		$228K Buy
+1,977
New +$233K ﹤0.01% 613
2023
Q2 		– Sell
-2,466
Closed -$224K – 472
2023
Q1 		$224K Buy
2,466
+83
+3% +$7.59K ﹤0.01% 440
2022
Q4 		$226K Buy
2,383
+53
+2% +$4.83K 0.01% 409
2022
Q3 		$201K Buy
2,330
+35
+2% +$3.46K ﹤0.01% 402
2022
Q2 		$220K Sell
2,295
-134
-6% -$13.3K ﹤0.01% 388
2022
Q1 		$242K Buy
+2,429
New +$222K ﹤0.01% 396
2021
Q3 		– Sell
-8,017
Closed -$678K – 393
2021
Q2 		$678K Buy
8,017
+1,168
+17% +$101K 0.01% 241
2021
Q1 		$580K Buy
6,849
+158
+2% +$12.7K 0.01% 251
2020
Q4 		$557K Buy
+6,691
New +$581K 0.01% 243

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

Valmark Advisers's AEP Position: Q1 2026 in Review

Valmark Advisers increased its American Electric Power (AEP) stake by 41% in Q1 2026, buying an estimated $102K and bringing the position to 2,789 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Valmark Advisers first reported a position in AEP in Q4 2020 and has held it in 10 quarters since. The position peaked at $678K in Q2 2021. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Valmark Advisers held 2,789 shares of American Electric Power worth $366K as of Q1 2026.
  • Valmark Advisers bought 812 American Electric Power shares in Q1 2026, an estimated $102K.
  • American Electric Power made up ﹤0.01% of Valmark Advisers's portfolio in Q1 2026, its #542 holding.
  • Valmark Advisers first reported a position in American Electric Power in Q4 2020 and has held it in 10 quarters since.
  • Valmark Advisers's American Electric Power position peaked at $678K in Q2 2021.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Valmark Advisers's 13F filing for Q1 2026, filed 1 May 2026.