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W Advisors LLC’s American Electric Power AEP Stock Holding History

W Advisors LLC’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 		$429K Sell
3,274
-5
-0.2% -$626 0.22% 88
2025
Q4 		$378K Hold
3,279
– – 0.19% 92
2025
Q3 		$369K Buy
3,279
+2
+0.1% +$219 0.19% 96
2025
Q2 		$340K Sell
3,277
-175
-5% -$18.2K 0.2% 95
2025
Q1 		$377K Buy
3,452
+77
+2% +$7.8K 0.24% 84
2024
Q4 		$311K Sell
3,375
-8
-0.2% -$774 0.19% 93
2024
Q3 		$347K Buy
3,383
+51
+2% +$4.98K 0.21% 87
2024
Q2 		$292K Buy
3,332
+19
+0.6% +$1.66K 0.19% 93
2024
Q1 		$285K Buy
+3,313
New +$269K 0.2% 91
2023
Q2 		– Sell
-2,310
Closed -$210K – 104
2023
Q1 		$210K Hold
2,310
– – 0.17% 97
2022
Q4 		$219K Hold
2,310
– – 0.18% 98
2022
Q3 		$200K Hold
2,310
– – 0.19% 95
2022
Q2 		$222K Hold
2,310
– – 0.19% 95
2022
Q1 		$230K Hold
2,310
– – 0.17% 96
2021
Q4 		$206K Buy
+2,310
New +$195K 0.15% 98

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

W Advisors LLC's AEP Position: Q1 2026 in Review

W Advisors LLC reduced its American Electric Power (AEP) stake by 0.15% in Q1 2026, selling an estimated $626 and leaving 3,274 shares worth $429K. The position accounts for 0.22% of the portfolio, ranked #88.

W Advisors LLC first reported a position in AEP in Q4 2021 and has held it in 15 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • W Advisors LLC held 3,274 shares of American Electric Power worth $429K as of Q1 2026.
  • W Advisors LLC sold 5 American Electric Power shares in Q1 2026, an estimated $626.
  • American Electric Power made up 0.22% of W Advisors LLC's portfolio in Q1 2026, its #88 holding.
  • W Advisors LLC first reported a position in American Electric Power in Q4 2021 and has held it in 15 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on W Advisors LLC's 13F filing for Q1 2026, filed 29 Apr 2026.