CIA
AEP icon

Cohen Investment Advisors’s American Electric Power AEP Stock Holding History

Cohen Investment Advisors’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 		$655K Buy
4,788
+15
+0.3% +$1.98K 0.29% 54
2026
Q1 		$626K Buy
4,773
+95
+2% +$11.9K 0.3% 53
2025
Q4 		$539K Sell
4,678
-49
-1% -$5.79K 0.25% 53
2025
Q3 		$532K Buy
4,727
+64
+1% +$7K 0.26% 52
2025
Q2 		$484K Sell
4,663
-315
-6% -$32.8K 0.25% 56
2025
Q1 		$544K Hold
4,978
– – 0.32% 50
2024
Q4 		$459K Buy
4,978
+131
+3% +$12.7K 0.28% 58
2024
Q3 		$497K Sell
4,847
-720
-13% -$70.3K 0.3% 54
2024
Q2 		$419K Buy
5,567
+546
+11% +$47.8K 0.34% 58
2024
Q1 		$432K Sell
5,021
-156
-3% -$12.7K 0.28% 56
2023
Q4 		$420K Sell
5,177
-390
-7% -$30.3K 0.31% 57
2023
Q3 		$419K Sell
5,567
-185
-3% -$15.1K 0.34% 58
2023
Q2 		$484K Buy
5,752
+77
+1% +$6.8K 0.39% 59
2023
Q1 		$516K Buy
5,675
+194
+4% +$17.7K 0.41% 55
2022
Q4 		$520K Buy
5,481
+221
+4% +$20.1K 0.43% 52
2022
Q3 		$455K Buy
5,260
+39
+0.7% +$3.86K 0.42% 52
2022
Q2 		$501K Sell
5,221
-44
-0.8% -$4.36K 0.43% 52
2022
Q1 		$525K Buy
5,265
+53
+1% +$4.84K 0.39% 54
2021
Q4 		$464K Buy
5,212
+47
+0.9% +$3.96K 0.33% 56
2021
Q3 		$419K Buy
5,165
+23
+0.4% +$2.01K 0.32% 61
2021
Q2 		$435K Buy
5,142
+51
+1% +$4.39K 0.34% 58
2021
Q1 		$431K Sell
5,091
-64
-1% -$5.16K 0.35% 58
2020
Q4 		$429K Buy
+5,155
New +$447K 0.39% 53

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

Cohen Investment Advisors's AEP Position: Q2 2026 in Review

Cohen Investment Advisors increased its American Electric Power (AEP) stake by 0.31% in Q2 2026, buying an estimated $1.98K and bringing the position to 4,788 shares worth $655K. The position accounts for 0.29% of the portfolio, ranked #54.

Cohen Investment Advisors first reported a position in AEP in Q4 2020 and has held it in 23 quarters since. 1,981 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Cohen Investment Advisors held 4,788 shares of American Electric Power worth $655K as of Q2 2026.
  • Cohen Investment Advisors bought 15 American Electric Power shares in Q2 2026, an estimated $1.98K.
  • American Electric Power made up 0.29% of Cohen Investment Advisors's portfolio in Q2 2026, its #54 holding.
  • Cohen Investment Advisors first reported a position in American Electric Power in Q4 2020 and has held it in 23 quarters since.
  • 1,981 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Cohen Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.