AWAG
AEP icon

ARS Wealth Advisors Group’s American Electric Power AEP Stock Holding History

ARS Wealth Advisors Group’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 		$1.15M Buy
8,394
+5
+0.1% +$659 0.09% 91
2026
Q1 		$1.1M Sell
8,389
-170
-2% -$21.3K 0.09% 82
2025
Q4 		$987K Buy
8,559
+6
+0.1% +$709 0.09% 80
2025
Q3 		$962K Buy
8,553
+175
+2% +$19.1K 0.1% 77
2025
Q2 		$869K Buy
+8,378
New +$872K 0.1% 80
2024
Q4 		– Sell
-6,397
Closed -$656K – 166
2024
Q3 		$656K Buy
6,397
+10
+0.2% +$976 0.08% 90
2024
Q2 		$560K Buy
6,387
+14
+0.2% +$1.23K 0.07% 91
2024
Q1 		$549K Buy
6,373
+982
+18% +$79.8K 0.07% 92
2023
Q4 		$438K Buy
5,391
+105
+2% +$8.15K 0.06% 99
2023
Q3 		$398K Sell
5,286
-1,066
-17% -$86.7K 0.07% 99
2023
Q2 		$535K Buy
+6,352
New +$561K 0.08% 91
2023
Q1 		– Sell
-4,226
Closed -$401K – 126
2022
Q4 		$401K Buy
4,226
+11
+0.3% +$1K 0.07% 95
2022
Q3 		$364K Buy
4,215
+10
+0.2% +$989 0.06% 107
2022
Q2 		$403K Buy
4,205
+942
+29% +$93.4K 0.06% 116
2022
Q1 		$326K Sell
3,263
-201
-6% -$18.4K 0.06% 95
2021
Q4 		$308K Sell
3,464
-122
-3% -$10.3K 0.05% 105
2021
Q3 		$291K Buy
+3,586
New +$313K 0.05% 107

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

ARS Wealth Advisors Group's AEP Position: Q2 2026 in Review

ARS Wealth Advisors Group increased its American Electric Power (AEP) stake by 0.06% in Q2 2026, buying an estimated $659 and bringing the position to 8,394 shares worth $1.15M. The position accounts for 0.09% of the portfolio, ranked #91.

ARS Wealth Advisors Group first reported a position in AEP in Q3 2021 and has held it in 17 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • ARS Wealth Advisors Group held 8,394 shares of American Electric Power worth $1.15M as of Q2 2026.
  • ARS Wealth Advisors Group bought 5 American Electric Power shares in Q2 2026, an estimated $659.
  • American Electric Power made up 0.09% of ARS Wealth Advisors Group's portfolio in Q2 2026, its #91 holding.
  • ARS Wealth Advisors Group first reported a position in American Electric Power in Q3 2021 and has held it in 17 quarters since.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2026, filed 16 Jul 2026.