Bender Robert & Associates’s American Electric Power AEP Stock Holding History

Bender Robert & Associates’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	–	Sell	-1,900	Closed	-$249K	–	40
2026 Q1	$249K	Buy	+1,900	New	+$238K	0.06%	40
2025 Q4	–	Sell	-2,050	Closed	-$231K	–	40
2025 Q3	$231K	Hold	2,050	–	–	0.05%	42
2025 Q2	$213K	Hold	2,050	–	–	0.05%	43
2025 Q1	$224K	Buy	+2,050	New	+$208K	0.06%	40
2024 Q4	–	Sell	-2,050	Closed	-$210K	–	47
2024 Q3	$210K	Buy	+2,050	New	+$200K	0.04%	39
2023 Q1	–	Sell	-2,150	Closed	-$204K	–	56
2022 Q4	$204K	Buy	+2,150	New	+$196K	0.08%	47
2022 Q3	–	Sell	-2,150	Closed	-$206K	–	55
2022 Q2	$206K	Buy	+2,150	New	+$213K	0.08%	49
2020 Q1	–	Sell	-2,320	Closed	-$219K	–	46
2019 Q4	$219K	Hold	2,320	–	–	0.1%	49
2019 Q3	$217K	Hold	2,320	–	–	0.11%	48
2019 Q2	$206K	Buy	+2,320	New	+$200K	0.1%	49

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 $3.37T AUM 44.26% 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

Bender Robert & Associates's AEP Position: Q2 2026 in Review

Bender Robert & Associates sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 1,900 shares — an estimated $249K sold.

Bender Robert & Associates first reported a position in AEP in Q2 2019 and held it in 10 quarters. The position peaked at $249K in Q1 2026. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Bender Robert & Associates reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
Bender Robert & Associates sold 1,900 American Electric Power shares in Q2 2026, an estimated $249K.
Bender Robert & Associates first reported a position in American Electric Power in Q2 2019 and held it in 10 quarters.
Bender Robert & Associates's American Electric Power position peaked at $249K in Q1 2026.
1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bender Robert & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.