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Alliance Wealth Advisors (Utah)’s American Electric Power AEP Stock Holding History

Alliance Wealth Advisors (Utah)’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 		$277K Sell
2,024
-99
-5% -$13K 0.05% 196
2026
Q1 		$278K Sell
2,123
-342
-14% -$42.8K 0.06% 201
2025
Q4 		$284K Sell
2,465
-762
-24% -$90K 0.06% 217
2025
Q3 		$363K Buy
3,227
+10
+0.3% +$1.09K 0.09% 212
2025
Q2 		$334K Buy
3,217
+145
+5% +$15.1K 0.08% 207
2025
Q1 		$336K Buy
3,072
+80
+3% +$8.1K 0.09% 198
2024
Q4 		$276K Buy
2,992
+82
+3% +$7.94K 0.07% 224
2024
Q3 		$299K Buy
2,910
+153
+6% +$14.9K 0.08% 212
2024
Q2 		$242K Buy
2,757
+202
+8% +$17.7K 0.07% 208
2024
Q1 		$220K Buy
+2,555
New +$208K 0.07% 222

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

Alliance Wealth Advisors (Utah)'s AEP Position: Q2 2026 in Review

Alliance Wealth Advisors (Utah) reduced its American Electric Power (AEP) stake by 4.7% in Q2 2026, selling an estimated $13K and leaving 2,024 shares worth $277K. The position accounts for 0.05% of the portfolio, ranked #196.

Alliance Wealth Advisors (Utah) first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. The position peaked at $363K in Q3 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Alliance Wealth Advisors (Utah) held 2,024 shares of American Electric Power worth $277K as of Q2 2026.
  • Alliance Wealth Advisors (Utah) sold 99 American Electric Power shares in Q2 2026, an estimated $13K.
  • American Electric Power made up 0.05% of Alliance Wealth Advisors (Utah)'s portfolio in Q2 2026, its #196 holding.
  • Alliance Wealth Advisors (Utah) first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
  • Alliance Wealth Advisors (Utah)'s American Electric Power position peaked at $363K in Q3 2025.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2026, filed 23 Jul 2026.