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Aptus Capital Advisors’s American Electric Power AEP Stock Holding History

Aptus Capital Advisors’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 		$1.44M Buy
10,547
+989
+10% +$130K 0.01% 561
2026
Q1 		$1.25M Sell
9,558
-3,235
-25% -$405K 0.01% 549
2025
Q4 		$1.48M Buy
12,793
+1,625
+15% +$192K 0.01% 505
2025
Q3 		$1.26M Sell
11,168
-1,317
-11% -$144K 0.01% 513
2025
Q2 		$1.3M Sell
12,485
-233
-2% -$24.2K 0.01% 488
2025
Q1 		$1.39M Buy
12,718
+1,567
+14% +$159K 0.01% 452
2024
Q4 		$1.03M Buy
11,151
+2,842
+34% +$275K 0.01% 497
2024
Q3 		$853K Sell
8,309
-336
-4% -$32.8K 0.01% 440
2024
Q2 		$759K Buy
8,645
+758
+10% +$66.3K 0.01% 430
2024
Q1 		$679K Buy
7,887
+2,274
+41% +$185K 0.01% 451
2023
Q4 		$456K Sell
5,613
-1,749
-24% -$136K 0.01% 393
2023
Q3 		$554K Buy
7,362
+964
+15% +$78.4K 0.02% 365
2023
Q2 		$539K Sell
6,398
-551
-8% -$48.7K 0.01% 316
2023
Q1 		$632K Buy
6,949
+3,137
+82% +$287K 0.02% 297
2022
Q4 		$362K Sell
3,812
-844
-18% -$76.8K 0.01% 385
2022
Q3 		$403K Buy
4,656
+373
+9% +$36.9K 0.01% 346
2022
Q2 		$411K Buy
4,283
+178
+4% +$17.6K 0.01% 297
2022
Q1 		$410K Buy
4,105
+1,422
+53% +$130K 0.01% 321
2021
Q4 		$239K Sell
2,683
-105
-4% -$8.86K 0.01% 341
2021
Q3 		$226K Buy
2,788
+240
+9% +$20.9K 0.01% 339
2021
Q2 		$216K Hold
2,548
– – 0.01% 348
2021
Q1 		$216K Sell
2,548
-255
-9% -$20.6K 0.01% 329
2020
Q4 		$233K Sell
2,803
-58
-2% -$5.03K 0.01% 293
2020
Q3 		$233K Buy
2,861
+200
+8% +$16.5K 0.01% 277
2020
Q2 		$211K Hold
2,661
– – 0.01% 257
2020
Q1 		$212K Sell
2,661
-548
-17% -$51.8K 0.02% 255
2019
Q4 		$303K Buy
+3,209
New +$296K 0.02% 302

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

Aptus Capital Advisors's AEP Position: Q2 2026 in Review

Aptus Capital Advisors increased its American Electric Power (AEP) stake by 10% in Q2 2026, buying an estimated $130K and bringing the position to 10,547 shares worth $1.44M. The position accounts for 0.01% of the portfolio, ranked #561.

Aptus Capital Advisors first reported a position in AEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.48M in Q4 2025. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Aptus Capital Advisors held 10,547 shares of American Electric Power worth $1.44M as of Q2 2026.
  • Aptus Capital Advisors bought 989 American Electric Power shares in Q2 2026, an estimated $130K.
  • American Electric Power made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #561 holding.
  • Aptus Capital Advisors first reported a position in American Electric Power in Q4 2019 and has held it in 27 quarters since.
  • Aptus Capital Advisors's American Electric Power position peaked at $1.48M in Q4 2025.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.