West Family Investments’s American Electric Power AEP Stock Holding History

West Family Investments’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	$286K	Sell	2,183 -826	-27%	-$103K	0.1%	183
2025 Q4	$347K	Hold	3,009	–	–	0.08%	236
2025 Q3	$339K	Buy	3,009 +545	+22%	+$59.6K	0.08%	265
2025 Q2	$256K	Buy	+2,464	New	+$256K	0.07%	289
2023 Q4	–	Sell	-5,133	Closed	-$386K	–	238
2023 Q3	$386K	Buy	5,133 +783	+18%	+$63.7K	0.13%	119
2023 Q2	$366K	Buy	+4,350	New	+$384K	0.14%	129
2023 Q1	–	Sell	-3,450	Closed	-$328K	–	204
2022 Q4	$328K	Sell	3,450 -715	-17%	-$65.1K	0.11%	149
2022 Q3	$360K	Buy	4,165 +1,378	+49%	+$136K	0.15%	131
2022 Q2	$267K	Buy	2,787 +403	+17%	+$39.9K	0.11%	177
2022 Q1	$238K	Buy	+2,384	New	+$218K	0.07%	231
2021 Q4	–	Sell	-4,922	Closed	-$400K	–	322
2021 Q3	$400K	Buy	4,922 +1,246	+34%	+$109K	0.1%	172
2021 Q2	$311K	Buy	+3,676	New	+$317K	0.08%	219

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

West Family Investments's AEP Position: Q1 2026 in Review

West Family Investments reduced its American Electric Power (AEP) stake by 27% in Q1 2026, selling an estimated $103K and leaving 2,183 shares worth $286K. The position accounts for 0.1% of the portfolio, ranked #183.

West Family Investments first reported a position in AEP in Q2 2021 and has held it in 12 quarters since. The position peaked at $400K in Q3 2021. 1,925 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

West Family Investments held 2,183 shares of American Electric Power worth $286K as of Q1 2026.
West Family Investments sold 826 American Electric Power shares in Q1 2026, an estimated $103K.
American Electric Power made up 0.1% of West Family Investments's portfolio in Q1 2026, its #183 holding.
West Family Investments first reported a position in American Electric Power in Q2 2021 and has held it in 12 quarters since.
West Family Investments's American Electric Power position peaked at $400K in Q3 2021.
1,925 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.