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Walter & Keenan Wealth Management’s American Electric Power AEP Stock Holding History

Walter & Keenan Wealth Management’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 		$1.13M Sell
8,594
-75
-0.9% -$9.38K 0.32% 62
2025
Q4 		$1,000K Buy
8,669
+648
+8% +$76.5K 0.27% 70
2025
Q3 		$902K Sell
8,021
-435
-5% -$47.6K 0.25% 78
2025
Q2 		$877K Buy
8,456
+41
+0.5% +$4.26K 0.25% 81
2025
Q1 		$920K Buy
8,415
+184
+2% +$18.6K 0.28% 81
2024
Q4 		$759K Buy
8,231
+57
+0.7% +$5.52K 0.23% 90
2024
Q3 		$839K Buy
8,174
+433
+6% +$42.3K 0.25% 86
2024
Q2 		$679K Buy
7,741
+5,191
+204% +$454K 0.22% 88
2024
Q1 		$220K Sell
2,550
-200
-7% -$16.3K 0.07% 132
2023
Q4 		$223K Sell
2,750
-28
-1% -$2.17K 0.08% 134
2023
Q3 		$209K Hold
2,778
– – 0.08% 132
2023
Q2 		$234K Hold
2,778
– – 0.09% 131
2023
Q1 		$253K Sell
2,778
-361
-12% -$33K 0.1% 127
2022
Q4 		$298K Buy
+3,139
New +$286K 0.12% 117
2022
Q2 		– Sell
-2,159
Closed -$215K – 142
2022
Q1 		$215K Buy
+2,159
New +$197K 0.07% 143
2021
Q4 		– Sell
-2,907
Closed -$236K – 148
2021
Q3 		$236K Buy
2,907
+1
+0% +$87 0.08% 140
2021
Q2 		$246K Buy
2,906
+1
+0% +$86 0.08% 125
2021
Q1 		$246K Sell
2,905
-99
-3% -$7.98K 0.09% 131
2020
Q4 		$250K Buy
3,004
+101
+3% +$8.77K 0.09% 133
2020
Q3 		$237K Buy
2,903
+1
+0% +$82 0.09% 127
2020
Q2 		$231K Buy
+2,902
New +$237K 0.09% 130
2020
Q1 		– Sell
-3,007
Closed -$284K – 111
2019
Q4 		$284K Buy
3,007
+7
+0.2% +$647 0.11% 132
2019
Q3 		$281K Hold
3,000
– – 0.11% 131
2019
Q2 		$264K Hold
3,000
– – 0.12% 128
2019
Q1 		$251K Hold
3,000
– – 0.11% 136
2018
Q4 		$224K Buy
+3,000
New +$225K 0.1% 138

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

Walter & Keenan Wealth Management's AEP Position: Q1 2026 in Review

Walter & Keenan Wealth Management reduced its American Electric Power (AEP) stake by 0.87% in Q1 2026, selling an estimated $9.38K and leaving 8,594 shares worth $1.13M. The position accounts for 0.32% of the portfolio, ranked #62.

Walter & Keenan Wealth Management first reported a position in AEP in Q4 2018 and has held it in 26 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Walter & Keenan Wealth Management held 8,594 shares of American Electric Power worth $1.13M as of Q1 2026.
  • Walter & Keenan Wealth Management sold 75 American Electric Power shares in Q1 2026, an estimated $9.38K.
  • American Electric Power made up 0.32% of Walter & Keenan Wealth Management's portfolio in Q1 2026, its #62 holding.
  • Walter & Keenan Wealth Management first reported a position in American Electric Power in Q4 2018 and has held it in 26 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Walter & Keenan Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.