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B. Riley Wealth Advisors’s American Electric Power AEP Stock Holding History

B. Riley Wealth 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
2025
Q2 		– Sell
-13,366
Closed -$1.46M – 1042
2025
Q1 		$1.46M Buy
+13,366
New +$1.35M 0.04% 384

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

B. Riley Wealth Advisors's AEP Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its American Electric Power (AEP) stake by 17% in Q2 2026, buying an estimated $73.9K and bringing the position to 3,777 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #457.

B. Riley Wealth Advisors first reported a position in AEP in Q2 2013 and has held it in 53 quarters since. The position peaked at $7.05M in Q2 2023. 1,977 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • B. Riley Wealth Advisors held 3,777 shares of American Electric Power worth $521K as of Q2 2026.
  • B. Riley Wealth Advisors bought 561 American Electric Power shares in Q2 2026, an estimated $73.9K.
  • American Electric Power made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #457 holding.
  • B. Riley Wealth Advisors first reported a position in American Electric Power in Q2 2013 and has held it in 53 quarters since.
  • B. Riley Wealth Advisors's American Electric Power position peaked at $7.05M in Q2 2023.
  • 1,977 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.