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Alta Advisers’s American Electric Power AEP Stock Holding History

Alta Advisers’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 		$293K Hold
2,139
– – 0.07% 151
2026
Q1 		$280K Hold
2,139
– – 0.1% 148
2025
Q4 		$247K Sell
2,139
-600
-22% -$70.9K 0.09% 161
2025
Q3 		$308K Hold
2,739
– – 0.09% 170
2025
Q2 		$284K Hold
2,739
– – 0.1% 176
2025
Q1 		$299K Buy
+2,739
New +$277K 0.13% 158
2024
Q4 		– Sell
-1,000
Closed -$103K – 159
2024
Q3 		$103K Buy
+1,000
New +$97.6K 0.05% 293

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

Alta Advisers's AEP Position: Q2 2026 in Review

Alta Advisers held its American Electric Power (AEP) position steady in Q2 2026 at 2,139 shares worth $293K. The position accounts for 0.07% of the portfolio, ranked #151.

Alta Advisers first reported a position in AEP in Q3 2024 and has held it in 7 quarters since. The position peaked at $308K in Q3 2025. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Alta Advisers held 2,139 shares of American Electric Power worth $293K as of Q2 2026.
  • Alta Advisers left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.07% of Alta Advisers's portfolio in Q2 2026, its #151 holding.
  • Alta Advisers first reported a position in American Electric Power in Q3 2024 and has held it in 7 quarters since.
  • Alta Advisers's American Electric Power position peaked at $308K in Q3 2025.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Alta Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.