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Wealth Preservation Advisors’s American Electric Power AEP Stock Holding History

Wealth Preservation Advisors’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 		$2.49K Sell
19
-45
-70% -$5.63K ﹤0.01% 570
2025
Q4 		$7.38K Buy
64
+13
+25% +$1.53K ﹤0.01% 329
2025
Q3 		$5.74K Sell
51
-500
-91% -$54.7K ﹤0.01% 350
2025
Q2 		$57.2K Buy
551
+500
+980% +$52K 0.04% 183
2025
Q1 		$5.57K Buy
+51
New +$5.17K ﹤0.01% 363

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

Wealth Preservation Advisors's AEP Position: Q1 2026 in Review

Wealth Preservation Advisors reduced its American Electric Power (AEP) stake by 70% in Q1 2026, selling an estimated $5.63K and leaving 19 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #570.

Wealth Preservation Advisors first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. The position peaked at $57.2K in Q2 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Wealth Preservation Advisors held 19 shares of American Electric Power worth $2.49K as of Q1 2026.
  • Wealth Preservation Advisors sold 45 American Electric Power shares in Q1 2026, an estimated $5.63K.
  • American Electric Power made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #570 holding.
  • Wealth Preservation Advisors first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • Wealth Preservation Advisors's American Electric Power position peaked at $57.2K in Q2 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.