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Advantage Trust Company’s American Electric Power AEP Stock Holding History

Advantage Trust Company’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 		$37.6K Buy
275
+100
+57% +$13.2K 0.01% 119
2026
Q1 		$22.9K Hold
175
– – 0.01% 93
2025
Q4 		$20.2K Sell
175
-100
-36% -$11.8K 0.01% 95
2025
Q3 		$30.9K Hold
275
– – 0.01% 130
2025
Q2 		$28.5K Buy
275
+100
+57% +$10.4K 0.01% 154
2025
Q1 		$19.1K Hold
175
– – 0.01% 125
2024
Q4 		$16.1K Hold
175
– – 0.01% 141
2024
Q3 		$18K Hold
175
– – 0.01% 128
2024
Q2 		$15.4K Hold
175
– – 0.01% 151
2024
Q1 		$15.1K Hold
175
– – 0.01% 148
2023
Q4 		$14.2K Buy
+175
New +$13.6K 0.01% 156

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Advantage Trust Company's AEP Position: Q2 2026 in Review

Advantage Trust Company increased its American Electric Power (AEP) stake by 57% in Q2 2026, buying an estimated $13.2K and bringing the position to 275 shares worth $37.6K. The position accounts for 0.01% of the portfolio, ranked #119.

Advantage Trust Company first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Advantage Trust Company held 275 shares of American Electric Power worth $37.6K as of Q2 2026.
  • Advantage Trust Company bought 100 American Electric Power shares in Q2 2026, an estimated $13.2K.
  • American Electric Power made up 0.01% of Advantage Trust Company's portfolio in Q2 2026, its #119 holding.
  • Advantage Trust Company first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.