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Carson Advisory’s American Electric Power AEP Stock Holding History

Carson Advisory’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 		$308K Buy
2,252
+275
+14% +$36.2K 0.14% 144
2026
Q1 		$259K Hold
1,977
– – 0.13% 154
2025
Q4 		$228K Hold
1,977
– – 0.12% 168
2025
Q3 		$222K Hold
1,977
– – 0.12% 162
2025
Q2 		$205K Hold
1,977
– – 0.13% 167
2025
Q1 		$216K Buy
+1,977
New +$200K 0.15% 152
2024
Q4 		– Sell
-1,950
Closed -$200K – 158
2024
Q3 		$200K Buy
+1,950
New +$190K 0.13% 171
2023
Q2 		– Sell
-2,248
Closed -$205K – 157
2023
Q1 		$205K Hold
2,248
– – 0.18% 138
2022
Q4 		$213K Buy
+2,248
New +$205K 0.2% 119

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

Carson Advisory's AEP Position: Q2 2026 in Review

Carson Advisory increased its American Electric Power (AEP) stake by 14% in Q2 2026, buying an estimated $36.2K and bringing the position to 2,252 shares worth $308K. The position accounts for 0.14% of the portfolio, ranked #144.

Carson Advisory first reported a position in AEP in Q4 2022 and has held it in 9 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Carson Advisory held 2,252 shares of American Electric Power worth $308K as of Q2 2026.
  • Carson Advisory bought 275 American Electric Power shares in Q2 2026, an estimated $36.2K.
  • American Electric Power made up 0.14% of Carson Advisory's portfolio in Q2 2026, its #144 holding.
  • Carson Advisory first reported a position in American Electric Power in Q4 2022 and has held it in 9 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Carson Advisory's 13F filing for Q2 2026, filed 11 Aug 2026.