Alpha Family Trust’s American Electric Power AEP Stock Holding History

Alpha Family Trust’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	$910K	Hold	6,650	–	–	0.37%	42
2026 Q1	$872K	Hold	6,650	–	–	0.42%	43
2025 Q4	$767K	Hold	6,650	–	–	0.35%	51
2025 Q3	$748K	Hold	6,650	–	–	0.35%	53
2025 Q2	$690K	Hold	6,650	–	–	0.34%	53
2025 Q1	$727K	Hold	6,650	–	–	0.42%	50
2024 Q4	$613K	Hold	6,650	–	–	0.34%	45
2024 Q3	$682K	Hold	6,650	–	–	0.38%	51
2024 Q2	$583K	Hold	6,650	–	–	0.34%	56
2024 Q1	$573K	Buy	+6,650	New	+$541K	0.35%	56
2023 Q4	–	Sell	-8,635	Closed	-$650K	–	145
2023 Q3	$650K	Buy	+8,635	New	+$703K	0.49%	38
2023 Q2	–	Sell	-2,565	Closed	-$233K	–	126
2023 Q1	$233K	Sell	2,565 -730	-22%	-$66.8K	0.18%	103
2022 Q4	$313K	Buy	+3,295	New	+$300K	0.28%	74

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

Alpha Family Trust's AEP Position: Q2 2026 in Review

Alpha Family Trust held its American Electric Power (AEP) position steady in Q2 2026 at 6,650 shares worth $910K. The position accounts for 0.37% of the portfolio, ranked #42.

Alpha Family Trust first reported a position in AEP in Q4 2022 and has held it in 13 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Alpha Family Trust held 6,650 shares of American Electric Power worth $910K as of Q2 2026.
Alpha Family Trust left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.37% of Alpha Family Trust's portfolio in Q2 2026, its #42 holding.
Alpha Family Trust first reported a position in American Electric Power in Q4 2022 and has held it in 13 quarters since.
1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Alpha Family Trust's 13F filing for Q2 2026, filed 10 Aug 2026.