WBH Advisory’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 | $474K | Sell |
3,602
-15
| -0.4% | -$1.88K | 0.04% | 244 |
|
|
2025
Q4 | $417K | Sell |
3,617
-7
| -0.2% | -$827 | 0.03% | 248 |
|
|
2025
Q3 | $408K | Hold |
3,624
| – | – | 0.03% | 254 |
|
|
2025
Q2 | $376K | Sell |
3,624
-647
| -15% | -$67.3K | 0.03% | 261 |
|
|
2025
Q1 | $467K | Sell |
4,271
-116
| -3% | -$11.8K | 0.04% | 223 |
|
|
2024
Q4 | $405K | Sell |
4,387
-618
| -12% | -$59.8K | 0.04% | 233 |
|
|
2024
Q3 | $513K | Sell |
5,005
-403
| -7% | -$39.3K | 0.05% | 212 |
|
|
2024
Q2 | $474K | Sell |
5,408
-177
| -3% | -$15.5K | 0.05% | 219 |
|
|
2024
Q1 | $481K | Sell |
5,585
-260
| -4% | -$21.1K | 0.05% | 218 |
|
|
2023
Q4 | $475K | Sell |
5,845
-161
| -3% | -$12.5K | 0.05% | 216 |
|
|
2023
Q3 | $452K | Sell |
6,006
-393
| -6% | -$32K | 0.06% | 211 |
|
|
2023
Q2 | $539K | Sell |
6,399
-300
| -4% | -$26.5K | 0.06% | 197 |
|
|
2023
Q1 | $610K | Buy |
+6,699
| New | +$613K | 0.08% | 191 |
|
|
2022
Q3 | $621K | Sell |
7,189
-19
| -0.3% | -$1.88K | 0.09% | 177 |
|
|
2022
Q2 | $685K | Buy |
7,208
+2
| +0% | +$198 | 0.09% | 174 |
|
|
2022
Q1 | $738K | Sell |
7,206
-59
| -0.8% | -$5.39K | 0.09% | 176 |
|
|
2021
Q4 | $646K | Buy |
7,265
+262
| +4% | +$22.1K | 0.07% | 196 |
|
|
2021
Q3 | $569K | Buy |
7,003
+2
| +0% | +$175 | 0.08% | 190 |
|
|
2021
Q2 | $614K | Sell |
7,001
-48
| -0.7% | -$4.13K | 0.09% | 161 |
|
|
2021
Q1 | $597K | Buy |
7,049
+2
| +0% | +$161 | 0.1% | 162 |
|
|
2020
Q4 | $569K | Sell |
7,047
-233
| -3% | -$20.2K | 0.1% | 159 |
|
|
2020
Q3 | $595K | Sell |
7,280
-383
| -5% | -$31.5K | 0.12% | 143 |
|
|
2020
Q2 | $610K | Sell |
7,663
-44
| -0.6% | -$3.59K | 0.15% | 131 |
|
|
2020
Q1 | $616 | Sell |
7,707
-23
| -0.3% | -$2.17K | 0.14% | 119 |
|
|
2019
Q4 | $730K | Sell |
7,730
-54
| -0.7% | -$4.99K | 0.15% | 128 |
|
|
2019
Q3 | $8.73M | Buy |
7,784
+2
| +0% | +$182 | 1.96% | 10 |
|
|
2019
Q2 | $684K | Sell |
7,782
-98
| -1% | -$8.45K | 0.16% | 126 |
|
|
2019
Q1 | $660K | Sell |
7,880
-5
| -0.1% | -$398 | 0.16% | 129 |
|
|
2018
Q4 | $589 | Sell |
7,885
-199
| -2% | -$14.9K | 0.14% | 127 |
|
|
2018
Q3 | $572K | Sell |
8,084
-303
| -4% | -$21.6K | 0.14% | 138 |
|
|
2018
Q2 | $580K | Buy |
8,387
+41
| +0.5% | +$2.76K | 0.15% | 133 |
|
|
2018
Q1 | $572K | Sell |
8,346
-98
| -1% | -$6.6K | 0.16% | 129 |
|
|
2017
Q4 | $621K | Sell |
8,444
-198
| -2% | -$14.8K | 0.17% | 122 |
|
|
2017
Q3 | $607K | Buy |
8,642
+26
| +0.3% | +$1.85K | 0.17% | 120 |
|
|
2017
Q2 | $895K | Sell |
8,616
-74
| -0.9% | -$5.14K | 0.25% | 88 |
|
|
2017
Q1 | $583K | Sell |
8,690
-98
| -1% | -$6.35K | 0.17% | 123 |
|
|
2016
Q4 | $553K | Sell |
8,788
-297
| -3% | -$18.3K | 0.18% | 119 |
|
|
2016
Q3 | $583K | Sell |
9,085
-125
| -1% | -$8.41K | 0.2% | 112 |
|
|
2016
Q2 | $645K | Sell |
9,210
-24
| -0.3% | -$1.57K | 0.25% | 92 |
|
|
2016
Q1 | $613K | Sell |
9,234
-24
| -0.3% | -$1.48K | 0.21% | 96 |
|
|
2015
Q4 | $539 | Sell |
9,258
-1,198
| -11% | -$67.9K | 0.19% | 106 |
|
|
2015
Q3 | $594K | Buy |
10,456
+2
| +0% | +$111 | 0.25% | 92 |
|
|
2015
Q2 | $553K | Sell |
10,454
-739
| -7% | -$40.9K | 0.22% | 112 |
|
|
2015
Q1 | $629 | Buy |
11,193
+126
| +1% | +$7.48K | 0.18% | 101 |
|
|
2014
Q4 | $672K | Sell |
11,067
-473
| -4% | -$27.1K | 0.25% | 93 |
|
|
2014
Q3 | $602K | Sell |
11,540
-268
| -2% | -$14.2K | 0.21% | 102 |
|
|
2014
Q2 | $658K | Buy |
11,808
+3
| +0% | +$158 | 0.25% | 102 |
|
|
2014
Q1 | $598K | Sell |
11,805
-18,806
| -61% | -$914K | 0.24% | 104 |
|
|
2013
Q4 | $1.43M | Buy |
30,611
+427
| +1% | +$19.7K | 0.58% | 43 |
|
|
2013
Q3 | $1.31M | Buy |
30,184
+834
| +3% | +$37.1K | 0.59% | 40 |
|
|
2013
Q2 | $1.31M | Buy |
+29,350
| New | +$1.41M | 0.61% | 40 |
|
Other funds holding AEP
VCM
VPM
WBH Advisory's AEP Position: Q1 2026 in Review
WBH Advisory reduced its American Electric Power (AEP) stake by 0.41% in Q1 2026, selling an estimated $1.88K and leaving 3,602 shares worth $474K. The position accounts for 0.04% of the portfolio, ranked #244.
WBH Advisory first reported a position in AEP in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.73M in Q3 2019. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.
- WBH Advisory held 3,602 shares of American Electric Power worth $474K as of Q1 2026.
- WBH Advisory sold 15 American Electric Power shares in Q1 2026, an estimated $1.88K.
- American Electric Power made up 0.04% of WBH Advisory's portfolio in Q1 2026, its #244 holding.
- WBH Advisory first reported a position in American Electric Power in Q2 2013 and has held it in 51 quarters since.
- WBH Advisory's American Electric Power position peaked at $8.73M in Q3 2019.
- 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.
Based on WBH Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.