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

Bell 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 		$51.2K Buy
374
+150
+67% +$19.8K 0.01% 272
2026
Q1 		$29.4K Buy
224
+12
+6% +$1.5K ﹤0.01% 353
2025
Q4 		$24.4K Buy
212
+59
+39% +$6.97K ﹤0.01% 394
2025
Q3 		$17.2K Sell
153
-12
-7% -$1.31K ﹤0.01% 456
2025
Q2 		$17.1K Sell
165
-6
-4% -$624 ﹤0.01% 469
2025
Q1 		$18.7K Buy
171
+6
+4% +$608 ﹤0.01% 406
2024
Q4 		$15.2K Sell
165
-17
-9% -$1.65K ﹤0.01% 456
2024
Q3 		$18.7K Sell
182
-6
-3% -$586 ﹤0.01% 419
2024
Q2 		$16.5K Buy
188
+12
+7% +$1.05K ﹤0.01% 439
2024
Q1 		$15.2K Buy
176
+4
+2% +$325 ﹤0.01% 445
2023
Q4 		$14K Buy
172
+54
+46% +$4.19K ﹤0.01% 448
2023
Q3 		$8.88K Buy
118
+36
+44% +$2.93K ﹤0.01% 557
2023
Q2 		$6.91K Sell
82
-24
-23% -$2.12K ﹤0.01% 657
2023
Q1 		$9.64K Buy
106
+26
+33% +$2.38K ﹤0.01% 493
2022
Q4 		$7.6K Sell
80
-15
-16% -$1.36K ﹤0.01% 595
2022
Q3 		$8K Buy
95
+17
+22% +$1.68K ﹤0.01% 466
2022
Q2 		$7K Buy
+78
New +$7.73K ﹤0.01% 535
2021
Q4 		$1K Sell
15
-47
-76% -$3.96K ﹤0.01% 1310
2021
Q3 		$5K Buy
+62
New +$5.41K ﹤0.01% 682

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

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

Bell Investment Advisors increased its American Electric Power (AEP) stake by 67% in Q2 2026, buying an estimated $19.8K and bringing the position to 374 shares worth $51.2K. The position accounts for 0.01% of the portfolio, ranked #272.

Bell Investment Advisors first reported a position in AEP in Q3 2021 and has held it in 19 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Bell Investment Advisors held 374 shares of American Electric Power worth $51.2K as of Q2 2026.
  • Bell Investment Advisors bought 150 American Electric Power shares in Q2 2026, an estimated $19.8K.
  • American Electric Power made up 0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #272 holding.
  • Bell Investment Advisors first reported a position in American Electric Power in Q3 2021 and has held it in 19 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.