Bruce G. Allen Investments’s American Electric Power AEP Stock Holding History

Bruce G. Allen Investments’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	$42K	Buy	307 +16	+5%	+$2.11K	0.03%	300
2026 Q1	$38.1K	Buy	291 +100	+52%	+$12.5K	0.03%	316
2025 Q4	$22K	Hold	191	–	–	0.01%	389
2025 Q3	$21.5K	Hold	191	–	–	0.02%	393
2025 Q2	$19.8K	Sell	191 -2	-1%	-$208	0.02%	393
2025 Q1	$21.1K	Hold	193	–	–	0.02%	376
2024 Q4	$17.8K	Sell	193 -1	-0.5%	-$97	0.01%	397
2024 Q3	$19.9K	Hold	194	–	–	0.02%	387
2024 Q2	$17K	Sell	194 -40	-17%	-$3.5K	0.01%	388
2024 Q1	$20.1K	Sell	234 -20	-8%	-$1.63K	0.02%	378
2023 Q4	$20.6K	Buy	+254	New	+$19.7K	0.02%	369

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

Bruce G. Allen Investments's AEP Position: Q2 2026 in Review

Bruce G. Allen Investments increased its American Electric Power (AEP) stake by 5.5% in Q2 2026, buying an estimated $2.11K and bringing the position to 307 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #300.

Bruce G. Allen Investments first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Bruce G. Allen Investments held 307 shares of American Electric Power worth $42K as of Q2 2026.
Bruce G. Allen Investments bought 16 American Electric Power shares in Q2 2026, an estimated $2.11K.
American Electric Power made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #300 holding.
Bruce G. Allen Investments first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.