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Aventura Private Wealth’s American Electric Power AEP Stock Holding History

Aventura Private Wealth’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 		$115K Buy
841
+218
+35% +$28.7K 0.04% 233
2026
Q1 		$81.7K Hold
623
– – 0.03% 251
2025
Q4 		$71.8K Buy
623
+5
+0.8% +$591 0.03% 245
2025
Q3 		$69.5K Sell
618
-508
-45% -$55.6K 0.03% 256
2025
Q2 		$117K Sell
1,126
-92
-8% -$9.57K 0.05% 187
2025
Q1 		$133K Hold
1,218
– – 0.07% 169
2024
Q4 		$112K Buy
+1,218
New +$118K 0.06% 180

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

Aventura Private Wealth's AEP Position: Q2 2026 in Review

Aventura Private Wealth increased its American Electric Power (AEP) stake by 35% in Q2 2026, buying an estimated $28.7K and bringing the position to 841 shares worth $115K. The position accounts for 0.04% of the portfolio, ranked #233.

Aventura Private Wealth first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $133K in Q1 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Aventura Private Wealth held 841 shares of American Electric Power worth $115K as of Q2 2026.
  • Aventura Private Wealth bought 218 American Electric Power shares in Q2 2026, an estimated $28.7K.
  • American Electric Power made up 0.04% of Aventura Private Wealth's portfolio in Q2 2026, its #233 holding.
  • Aventura Private Wealth first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • Aventura Private Wealth's American Electric Power position peaked at $133K in Q1 2025.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.