ACA
AEP icon

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

Atlas 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 		$66.1K Buy
483
+94
+24% +$12.4K 0.01% 665
2026
Q1 		$51K Buy
389
+62
+19% +$7.76K 0.01% 638
2025
Q4 		$37.7K Buy
+327
New +$38.6K ﹤0.01% 654
2025
Q2 		$52.5K Hold
506
– – 0.01% 617
2025
Q1 		$55.3K Hold
506
– – 0.01% 618
2024
Q4 		$46.7K Hold
506
– – 0.01% 619
2024
Q3 		$51.9K Hold
506
– – 0.01% 576
2024
Q2 		$44.4K Hold
506
– – 0.01% 604
2024
Q1 		$43.6K Hold
506
– – 0.01% 587
2023
Q4 		$41.1K Hold
506
– – 0.01% 616
2023
Q3 		$38.1K Sell
506
-104
-17% -$8.46K 0.01% 569
2023
Q2 		$51.4K Sell
610
-29
-5% -$2.56K 0.01% 567
2023
Q1 		$58.2K Hold
639
– – 0.01% 545
2022
Q4 		$60.7K Hold
639
– – 0.01% 515
2022
Q3 		$55.3K Buy
639
+29
+5% +$2.87K 0.01% 520
2022
Q2 		$58.5K Hold
610
– – 0.01% 534
2022
Q1 		$60.9K Hold
610
– – 0.01% 516
2021
Q4 		$54.3K Hold
610
– – 0.01% 520
2021
Q3 		$49.5K Hold
610
– – 0.01% 523
2021
Q2 		$51.6K Buy
610
+6
+1% +$517 0.01% 528
2021
Q1 		$51.2K Hold
604
– – 0.01% 492
2020
Q4 		$50.3K Buy
+604
New +$52.4K 0.01% 467
2020
Q3 		– Sell
-604
Closed -$48.1K – 315
2020
Q2 		$48.1K Hold
604
– – 0.01% 483
2020
Q1 		$48.3K Hold
604
– – 0.01% 438
2019
Q4 		$57.1K Hold
604
– – 0.01% 446
2019
Q3 		$56.6K Hold
604
– – 0.02% 450
2019
Q2 		$53.2K Buy
+604
New +$52.1K 0.02% 472
2018
Q2 		– Sell
-2,214
Closed -$152K – 504
2018
Q1 		$152K Buy
+2,214
New +$149K 0.05% 305

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

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

Atlas Capital Advisors increased its American Electric Power (AEP) stake by 24% in Q2 2026, buying an estimated $12.4K and bringing the position to 483 shares worth $66.1K. The position accounts for 0.01% of the portfolio, ranked #665.

Atlas Capital Advisors first reported a position in AEP in Q1 2018 and has held it in 28 quarters since. The position peaked at $152K in Q1 2018. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Atlas Capital Advisors held 483 shares of American Electric Power worth $66.1K as of Q2 2026.
  • Atlas Capital Advisors bought 94 American Electric Power shares in Q2 2026, an estimated $12.4K.
  • American Electric Power made up 0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #665 holding.
  • Atlas Capital Advisors first reported a position in American Electric Power in Q1 2018 and has held it in 28 quarters since.
  • Atlas Capital Advisors's American Electric Power position peaked at $152K in Q1 2018.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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