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Advyzon Investment Management’s American Electric Power AEP Stock Holding History

Advyzon Investment 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
Q2 		$716K Sell
5,235
-831
-14% -$109K 0.05% 349
2026
Q1 		$795K Buy
6,066
+1,370
+29% +$171K 0.07% 273
2025
Q4 		$541K Buy
4,696
+2,574
+121% +$304K 0.06% 303
2025
Q3 		$239K Buy
+2,122
New +$232K 0.04% 379

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 $3.38T AUM 44.17% 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

Advyzon Investment Management's AEP Position: Q2 2026 in Review

Advyzon Investment Management reduced its American Electric Power (AEP) stake by 14% in Q2 2026, selling an estimated $109K and leaving 5,235 shares worth $716K. The position accounts for 0.05% of the portfolio, ranked #349.

Advyzon Investment Management first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. The position peaked at $795K in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Advyzon Investment Management held 5,235 shares of American Electric Power worth $716K as of Q2 2026.
  • Advyzon Investment Management sold 831 American Electric Power shares in Q2 2026, an estimated $109K.
  • American Electric Power made up 0.05% of Advyzon Investment Management's portfolio in Q2 2026, its #349 holding.
  • Advyzon Investment Management first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
  • Advyzon Investment Management's American Electric Power position peaked at $795K in Q1 2026.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.