Avion Wealth’s American Electric Power AEP Stock Holding History

Avion 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	$13K	Sell	98 -2	-2%	-$263	﹤0.01%	503
2026 Q1	$13K	Sell	100 -329	-77%	-$41.2K	﹤0.01%	409
2025 Q4	$49K	Sell	429 -23	-5%	-$2.72K	0.01%	207
2025 Q3	$50K	Buy	452 +13	+3%	+$1.42K	0.01%	214
2025 Q2	$45K	Buy	439 +380	+644%	+$39.5K	0.01%	212
2025 Q1	$5K	Hold	59	–	–	﹤0.01%	521
2024 Q4	$5K	Sell	59 -3	-5%	-$290	﹤0.01%	520
2024 Q3	$6K	Buy	62 +5	+9%	+$488	﹤0.01%	468
2024 Q2	$5K	Buy	57 +18	+46%	+$1.57K	﹤0.01%	446
2024 Q1	$4K	Buy	39 +13	+50%	+$1.06K	﹤0.01%	482
2023 Q4	$2K	Sell	26 -9	-26%	-$699	﹤0.01%	520
2023 Q3	$2K	Buy	35 +16	+84%	+$1.3K	﹤0.01%	448
2023 Q2	$1K	Buy	19 +17	+850%	+$1.5K	﹤0.01%	517
2023 Q1	$0	Buy	+2	New	+$183	﹤0.01%	513

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Avion Wealth's AEP Position: Q2 2026 in Review

Avion Wealth reduced its American Electric Power (AEP) stake by 2% in Q2 2026, selling an estimated $263 and leaving 98 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Avion Wealth first reported a position in AEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $50K in Q3 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Avion Wealth held 98 shares of American Electric Power worth $13K as of Q2 2026.
Avion Wealth sold 2 American Electric Power shares in Q2 2026, an estimated $263.
American Electric Power made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #503 holding.
Avion Wealth first reported a position in American Electric Power in Q1 2023 and has held it in 14 quarters since.
Avion Wealth's American Electric Power position peaked at $50K in Q3 2025.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.