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

Concurrent 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 		$7.2M Buy
52,617
+3,286
+7% +$433K 0.06% 343
2026
Q1 		$6.47M Sell
49,331
-1,940
-4% -$243K 0.07% 297
2025
Q4 		$5.91M Buy
51,271
+13,832
+37% +$1.63M 0.07% 290
2025
Q3 		$4.21M Buy
37,439
+504
+1% +$55.1K 0.07% 272
2025
Q2 		$3.83M Buy
36,935
+2,396
+7% +$249K 0.07% 276
2025
Q1 		$3.77M Buy
34,539
+12,289
+55% +$1.24M 0.09% 234
2024
Q4 		$2.05M Buy
22,250
+227
+1% +$22K 0.06% 322
2024
Q3 		$2.26M Buy
22,023
+1,788
+9% +$174K 0.07% 281
2024
Q2 		$1.78M Buy
20,235
+10,428
+106% +$912K 0.06% 304
2024
Q1 		$844K Sell
9,807
-2,565
-21% -$209K 0.03% 409
2023
Q4 		$1M Buy
+12,372
New +$960K 0.05% 339

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 $3.38T AUM 44.17% 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

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

Concurrent Investment Advisors increased its American Electric Power (AEP) stake by 6.7% in Q2 2026, buying an estimated $433K and bringing the position to 52,617 shares worth $7.2M. The position accounts for 0.06% of the portfolio, ranked #343.

Concurrent Investment Advisors 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.

  • Concurrent Investment Advisors held 52,617 shares of American Electric Power worth $7.2M as of Q2 2026.
  • Concurrent Investment Advisors bought 3,286 American Electric Power shares in Q2 2026, an estimated $433K.
  • American Electric Power made up 0.06% of Concurrent Investment Advisors's portfolio in Q2 2026, its #343 holding.
  • Concurrent Investment Advisors 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 Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.