Advanced Asset Management Advisors’s American Electric Power AEP Stock Holding History

Advanced Asset Management 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 Q2	$3.18M	Hold	23,225	–	–	0.84%	31
2026 Q1	$3.04M	Hold	23,225	–	–	0.84%	31
2025 Q4	$2.68M	Hold	23,225	–	–	0.73%	32
2025 Q3	$2.61M	Hold	23,225	–	–	0.7%	34
2025 Q2	$2.41M	Hold	23,225	–	–	0.65%	34
2025 Q1	$2.54M	Hold	23,225	–	–	0.7%	33
2024 Q4	$2.14M	Hold	23,225	–	–	0.56%	41
2024 Q3	$2.04M	Hold	23,225	–	–	0.54%	40
2024 Q2	$2.04M	Buy	+23,225	New	+$2.03M	0.54%	40
2023 Q1	–	Sell	-225	Closed	-$21.4K	–	100
2022 Q4	$21.4K	Buy	+225	New	+$20.5K	0.01%	128

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advanced Asset Management Advisors's AEP Position: Q2 2026 in Review

Advanced Asset Management Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 23,225 shares worth $3.18M. The position accounts for 0.84% of the portfolio, ranked #31.

Advanced Asset Management Advisors first reported a position in AEP in Q4 2022 and has held it in 10 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Advanced Asset Management Advisors held 23,225 shares of American Electric Power worth $3.18M as of Q2 2026.
Advanced Asset Management Advisors left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.84% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #31 holding.
Advanced Asset Management Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 10 quarters since.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.