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Benjamin Edwards Inc’s American Electric Power AEP Stock Holding History

Benjamin Edwards Inc’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 		$6.22M Sell
45,486
-114
-0.3% -$15K 0.06% 307
2026
Q1 		$5.98M Sell
45,600
-4,359
-9% -$545K 0.06% 293
2025
Q4 		$5.76M Sell
49,959
-1,700
-3% -$201K 0.06% 281
2025
Q3 		$5.81M Buy
51,659
+35,938
+229% +$3.93M 0.07% 274
2025
Q2 		$1.63M Buy
15,721
+1,066
+7% +$111K 0.02% 494
2025
Q1 		$1.6M Sell
14,655
-49,459
-77% -$5.01M 0.02% 470
2024
Q4 		$5.92M Sell
64,114
-4,291
-6% -$415K 0.08% 236
2024
Q3 		$7.03M Buy
68,405
+15,358
+29% +$1.5M 0.1% 213
2024
Q2 		$4.65M Sell
53,047
-760
-1% -$66.5K 0.9% 20
2024
Q1 		$4.63M Sell
53,807
-7,751
-13% -$630K 0.92% 16
2023
Q4 		$5M Sell
61,558
-3,047
-5% -$237K 1.09% 11
2023
Q3 		$4.86M Buy
64,605
+940
+1% +$76.5K 1.15% 10
2023
Q2 		$5.36M Buy
63,665
+8,034
+14% +$710K 1.24% 8
2023
Q1 		$5.06M Buy
55,631
+1,478
+3% +$135K 1.24% 12
2022
Q4 		$5.14M Buy
54,153
+1,368
+3% +$125K 1.35% 7
2022
Q3 		$4.56M Buy
52,785
+1,046
+2% +$103K 1.37% 7
2022
Q2 		$4.96M Buy
51,739
+772
+2% +$76.5K 1.46% 5
2022
Q1 		$5.08M Sell
50,967
-1,724
-3% -$158K 1.48% 6
2021
Q4 		$4.69M Buy
52,691
+44,030
+508% +$3.71M 1.52% 6
2021
Q3 		$703K Buy
8,661
+7,596
+713% +$663K 0.43% 84
2021
Q2 		$90K Buy
1,065
+62
+6% +$5.34K 0.06% 227
2021
Q1 		$85K Buy
1,003
+122
+14% +$9.83K 0.06% 213
2020
Q4 		$73K Buy
881
+706
+403% +$61.3K 0.06% 213
2020
Q3 		$14K Hold
175
– – 0.01% 296
2020
Q2 		$14K Hold
175
– – 0.01% 273
2020
Q1 		$14K Hold
175
– – 0.01% 261
2019
Q4 		$17K Hold
175
– – 0.03% 182
2019
Q3 		$16K Hold
175
– – 0.03% 180
2019
Q2 		$15K Hold
175
– – 0.04% 180
2019
Q1 		$15K Buy
+175
New +$13.9K 0.07% 178

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

Benjamin Edwards Inc's AEP Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its American Electric Power (AEP) stake by 0.25% in Q2 2026, selling an estimated $15K and leaving 45,486 shares worth $6.22M. The position accounts for 0.06% of the portfolio, ranked #307.

Benjamin Edwards Inc first reported a position in AEP in Q1 2019 and has held it in 30 quarters since. The position peaked at $7.03M in Q3 2024. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Benjamin Edwards Inc held 45,486 shares of American Electric Power worth $6.22M as of Q2 2026.
  • Benjamin Edwards Inc sold 114 American Electric Power shares in Q2 2026, an estimated $15K.
  • American Electric Power made up 0.06% of Benjamin Edwards Inc's portfolio in Q2 2026, its #307 holding.
  • Benjamin Edwards Inc first reported a position in American Electric Power in Q1 2019 and has held it in 30 quarters since.
  • Benjamin Edwards Inc's American Electric Power position peaked at $7.03M in Q3 2024.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.