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Whipplewood Advisors’s American Electric Power AEP Stock Holding History

Whipplewood 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 		$12.1K Buy
+92
New +$11.5K 0.01% 459
2025
Q3 		– Sell
-174
Closed -$18.1K – 312
2025
Q2 		$18.1K Buy
174
+139
+397% +$14.5K 0.01% 483
2025
Q1 		$18.1K Sell
35
-138
-80% -$14K 0.01% 469
2024
Q4 		$16K Buy
+173
New +$16.7K 0.01% 480

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

Whipplewood Advisors's AEP Position: Q1 2026 in Review

Whipplewood Advisors opened a new position in American Electric Power (AEP) in Q1 2026: 92 shares worth $12.1K. The stake represents 0.01% of the portfolio and ranks #459 among its holdings. This is a return to the name: Whipplewood Advisors previously reported a position in AEP as recently as Q2 2025.

Whipplewood Advisors first reported a position in AEP in Q4 2024 and has held it in 4 quarters since. The position peaked at $18.1K in Q1 2025. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Whipplewood Advisors held 92 shares of American Electric Power worth $12.1K as of Q1 2026.
  • American Electric Power was a new Whipplewood Advisors position in Q1 2026.
  • American Electric Power made up 0.01% of Whipplewood Advisors's portfolio in Q1 2026, its #459 holding.
  • Whipplewood Advisors first reported a position in American Electric Power in Q4 2024 and has held it in 4 quarters since.
  • Whipplewood Advisors's American Electric Power position peaked at $18.1K in Q1 2025.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Whipplewood Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.