Clearstead Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.02M | Buy |
14,735
+1,208
| +9% | +$159K | 0.02% | 380 |
|
|
2026
Q1 | $1.77M | Buy |
13,527
+362
| +3% | +$45.3K | 0.02% | 390 |
|
|
2025
Q4 | $1.52M | Buy |
13,165
+511
| +4% | +$60.4K | 0.02% | 381 |
|
|
2025
Q3 | $1.42M | Buy |
12,654
+1,568
| +14% | +$172K | 0.02% | 376 |
|
|
2025
Q2 | $1.15M | Buy |
11,086
+1,205
| +12% | +$125K | 0.02% | 409 |
|
|
2025
Q1 | $1.08M | Buy |
9,881
+805
| +9% | +$81.5K | 0.02% | 393 |
|
|
2024
Q4 | $837K | Buy |
9,076
+190
| +2% | +$18.4K | 0.01% | 450 |
|
|
2024
Q3 | $912K | Buy |
8,886
+35
| +0.4% | +$3.42K | 0.01% | 438 |
|
|
2024
Q2 | $777K | Buy |
8,851
+4,928
| +126% | +$431K | 0.01% | 448 |
|
|
2024
Q1 | $359K | Sell |
3,923
-674
| -15% | -$54.8K | 0.02% | 366 |
|
|
2023
Q4 | $373K | Sell |
4,597
-1,073
| -19% | -$83.3K | 0.02% | 362 |
|
|
2023
Q3 | $426K | Sell |
5,670
-2,184
| -28% | -$178K | 0.03% | 314 |
|
|
2023
Q2 | $661K | Buy |
7,854
+2,248
| +40% | +$199K | 0.04% | 262 |
|
|
2023
Q1 | $510K | Sell |
5,606
-174
| -3% | -$15.9K | 0.04% | 256 |
|
|
2022
Q4 | $549K | Buy |
5,780
+212
| +4% | +$19.3K | 0.04% | 247 |
|
|
2022
Q3 | $481K | Buy |
5,568
+1,222
| +28% | +$121K | 0.04% | 231 |
|
|
2022
Q2 | $417K | Buy |
4,346
+39
| +0.9% | +$3.87K | 0.03% | 279 |
|
|
2022
Q1 | $430K | Buy |
4,307
+291
| +7% | +$26.6K | 0.03% | 287 |
|
|
2021
Q4 | $357K | Sell |
4,016
-601
| -13% | -$50.7K | 0.02% | 302 |
|
|
2021
Q3 | $375K | Sell |
4,617
-176
| -4% | -$15.4K | 0.03% | 277 |
|
|
2021
Q2 | $405K | Buy |
4,793
+148
| +3% | +$12.7K | 0.03% | 253 |
|
|
2021
Q1 | $393K | Sell |
4,645
-269
| -5% | -$21.7K | 0.03% | 246 |
|
|
2020
Q4 | $409K | Buy |
4,914
+41
| +0.8% | +$3.56K | 0.04% | 223 |
|
|
2020
Q3 | $398K | Sell |
4,873
-28
| -0.6% | -$2.31K | 0.04% | 208 |
|
|
2020
Q2 | $390K | Buy |
4,901
+303
| +7% | +$24.7K | 0.05% | 197 |
|
|
2020
Q1 | $368K | Buy |
4,598
+3
| +0.1% | +$284 | 0.05% | 181 |
|
|
2019
Q4 | $434K | Sell |
4,595
-152
| -3% | -$14K | 0.05% | 190 |
|
|
2019
Q3 | $445K | Buy |
4,747
+3
| +0.1% | +$272 | 0.06% | 176 |
|
|
2019
Q2 | $418K | Sell |
4,744
-447
| -9% | -$38.5K | 0.06% | 186 |
|
|
2019
Q1 | $435K | Buy |
5,191
+492
| +10% | +$39.1K | 0.06% | 178 |
|
|
2018
Q4 | $351K | Sell |
4,699
-473
| -9% | -$35.5K | 0.05% | 192 |
|
|
2018
Q3 | $367K | Buy |
5,172
+761
| +17% | +$54.1K | 0.05% | 179 |
|
|
2018
Q2 | $305K | Sell |
4,411
-361
| -8% | -$24.3K | 0.04% | 191 |
|
|
2018
Q1 | $328K | Buy |
4,772
+488
| +11% | +$32.9K | 0.05% | 175 |
|
|
2017
Q4 | $315K | Buy |
4,284
+17
| +0.4% | +$1.27K | 0.04% | 174 |
|
|
2017
Q3 | $300K | Buy |
4,267
+90
| +2% | +$6.41K | 0.04% | 195 |
|
|
2017
Q2 | $291K | Buy |
+4,177
| New | +$290K | 0.04% | 187 |
|
Other funds holding AEP
Clearstead Advisors's AEP Position: Q2 2026 in Review
Clearstead Advisors increased its American Electric Power (AEP) stake by 8.9% in Q2 2026, buying an estimated $159K and bringing the position to 14,735 shares worth $2.02M. The position accounts for 0.02% of the portfolio, ranked #380.
Clearstead Advisors first reported a position in AEP in Q2 2017 and has held it in 37 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.
- Clearstead Advisors held 14,735 shares of American Electric Power worth $2.02M as of Q2 2026.
- Clearstead Advisors bought 1,208 American Electric Power shares in Q2 2026, an estimated $159K.
- American Electric Power made up 0.02% of Clearstead Advisors's portfolio in Q2 2026, its #380 holding.
- Clearstead Advisors first reported a position in American Electric Power in Q2 2017 and has held it in 37 quarters since.
- 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.
Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.