AO
AEP icon

Advisor OS’s American Electric Power AEP Stock Holding History

Advisor OS’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 		$1.29M Buy
9,428
+1,217
+15% +$160K 0.09% 166
2026
Q1 		$1.08M Buy
8,211
+543
+7% +$67.9K 0.08% 177
2025
Q4 		$884K Buy
7,668
+571
+8% +$67.4K 0.07% 178
2025
Q3 		$798K Sell
7,097
-414
-6% -$45.3K 0.07% 187
2025
Q2 		$779K Buy
7,511
+616
+9% +$64.1K 0.08% 187
2025
Q1 		$753K Buy
6,895
+348
+5% +$35.3K 0.09% 164
2024
Q4 		$604K Buy
6,547
+346
+6% +$33.5K 0.07% 193
2024
Q3 		$636K Buy
6,201
+1,156
+23% +$113K 0.06% 226
2024
Q2 		$443K Sell
5,045
-479
-9% -$41.9K 0.05% 250
2024
Q1 		$476K Buy
5,524
+2,547
+86% +$207K 0.05% 240
2023
Q4 		$242K Buy
2,977
+18
+0.6% +$1.4K 0.03% 292
2023
Q3 		$223K Sell
2,959
-7,193
-71% -$585K 0.03% 263
2023
Q2 		$855K Sell
10,152
-8,001
-44% -$707K 0.14% 148
2023
Q1 		$1.65M Buy
18,153
+678
+4% +$62K 0.4% 58
2022
Q4 		$1.66M Buy
17,475
+5,526
+46% +$503K 0.44% 52
2022
Q3 		$1.03M Buy
11,949
+2,305
+24% +$228K 0.31% 71
2022
Q2 		$925K Buy
+9,644
New +$956K 0.27% 86

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

Advisor OS's AEP Position: Q2 2026 in Review

Advisor OS increased its American Electric Power (AEP) stake by 15% in Q2 2026, buying an estimated $160K and bringing the position to 9,428 shares worth $1.29M. The position accounts for 0.09% of the portfolio, ranked #166.

Advisor OS first reported a position in AEP in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.66M in Q4 2022. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Advisor OS held 9,428 shares of American Electric Power worth $1.29M as of Q2 2026.
  • Advisor OS bought 1,217 American Electric Power shares in Q2 2026, an estimated $160K.
  • American Electric Power made up 0.09% of Advisor OS's portfolio in Q2 2026, its #166 holding.
  • Advisor OS first reported a position in American Electric Power in Q2 2022 and has held it in 17 quarters since.
  • Advisor OS's American Electric Power position peaked at $1.66M in Q4 2022.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.