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AssuredPartners Investment Advisors’s American Electric Power AEP Stock Holding History

AssuredPartners Investment 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 		$330K Buy
2,411
+873
+57% +$115K 0.03% 326
2026
Q1 		$204K Sell
1,538
-1,201
-44% -$150K 0.02% 381
2025
Q4 		$316K Buy
2,739
+740
+37% +$87.4K 0.05% 268
2025
Q3 		$225K Buy
+1,999
New +$219K 0.05% 248
2025
Q2 		– Sell
-2,753
Closed -$301K – 243
2025
Q1 		$301K Sell
2,753
-896
-25% -$90.8K 0.06% 268
2024
Q4 		$337K Buy
+3,649
New +$353K 0.07% 262

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

AssuredPartners Investment Advisors's AEP Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its American Electric Power (AEP) stake by 57% in Q2 2026, buying an estimated $115K and bringing the position to 2,411 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #326.

AssuredPartners Investment Advisors first reported a position in AEP in Q4 2024 and has held it in 6 quarters since. The position peaked at $337K in Q4 2024. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • AssuredPartners Investment Advisors held 2,411 shares of American Electric Power worth $330K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 873 American Electric Power shares in Q2 2026, an estimated $115K.
  • American Electric Power made up 0.03% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #326 holding.
  • AssuredPartners Investment Advisors first reported a position in American Electric Power in Q4 2024 and has held it in 6 quarters since.
  • AssuredPartners Investment Advisors's American Electric Power position peaked at $337K in Q4 2024.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.