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Williams Jones Wealth Management’s American Electric Power AEP Stock Holding History

Williams Jones 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 		$1.05M Sell
8,020
-274
-3% -$34.3K 0.01% 253
2025
Q4 		$956K Buy
8,294
+6,097
+278% +$720K 0.01% 259
2025
Q3 		$247K Hold
2,197
– – ﹤0.01% 443
2025
Q2 		$228K Buy
2,197
+145
+7% +$15.1K ﹤0.01% 458
2025
Q1 		$224K Sell
2,052
-125
-6% -$12.7K ﹤0.01% 447
2024
Q4 		$201K Buy
2,177
+125
+6% +$12.1K ﹤0.01% 466
2024
Q3 		$211K Buy
+2,052
New +$200K ﹤0.01% 485
2024
Q1 		– Sell
-2,464
Closed -$200K – 549
2023
Q4 		$200K Sell
2,464
-936
-28% -$72.7K ﹤0.01% 496
2023
Q3 		$256K Buy
3,400
+1,000
+42% +$81.4K ﹤0.01% 447
2023
Q2 		$202K Sell
2,400
-50
-2% -$4.42K ﹤0.01% 486
2023
Q1 		$223K Sell
2,450
-410
-14% -$37.5K ﹤0.01% 493
2022
Q4 		$272K Buy
2,860
+10
+0.4% +$910 ﹤0.01% 460
2022
Q3 		$246K Sell
2,850
-530
-16% -$52.4K ﹤0.01% 468
2022
Q2 		$324K Buy
3,380
+580
+21% +$57.5K 0.01% 442
2022
Q1 		$279K Sell
2,800
-125
-4% -$11.4K ﹤0.01% 428
2021
Q4 		$260K Hold
2,925
– – ﹤0.01% 421
2021
Q3 		$237K Sell
2,925
-12
-0.4% -$1.05K ﹤0.01% 431
2021
Q2 		$248K Buy
+2,937
New +$253K ﹤0.01% 436
2021
Q1 		– Sell
-3,075
Closed -$256K – 499
2020
Q4 		$256K Buy
+3,075
New +$267K ﹤0.01% 396

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

Williams Jones Wealth Management's AEP Position: Q1 2026 in Review

Williams Jones Wealth Management reduced its American Electric Power (AEP) stake by 3.3% in Q1 2026, selling an estimated $34.3K and leaving 8,020 shares worth $1.05M. The position accounts for 0.01% of the portfolio, ranked #253.

Williams Jones Wealth Management first reported a position in AEP in Q4 2020 and has held it in 19 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Williams Jones Wealth Management held 8,020 shares of American Electric Power worth $1.05M as of Q1 2026.
  • Williams Jones Wealth Management sold 274 American Electric Power shares in Q1 2026, an estimated $34.3K.
  • American Electric Power made up 0.01% of Williams Jones Wealth Management's portfolio in Q1 2026, its #253 holding.
  • Williams Jones Wealth Management first reported a position in American Electric Power in Q4 2020 and has held it in 19 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Williams Jones Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.