David J. Yvars Group’s American Electric Power AEP Stock Holding History

David J. Yvars Group’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	$456K	Hold	3,336	–	–	0.22%	58
2026 Q1	$437K	Hold	3,336	–	–	0.24%	53
2025 Q4	$385K	Hold	3,336	–	–	0.2%	58
2025 Q3	$375K	Hold	3,336	–	–	0.2%	60
2025 Q2	$346K	Hold	3,336	–	–	0.2%	58
2025 Q1	$365K	Hold	3,336	–	–	0.29%	45
2024 Q4	$308K	Sell	3,336 -770	-19%	-$74.5K	0.19%	60
2024 Q3	$421K	Hold	4,106	–	–	0.26%	47
2024 Q2	$360K	Hold	4,106	–	–	0.23%	50
2024 Q1	$354K	Hold	4,106	–	–	0.24%	52
2023 Q4	$333K	Hold	4,106	–	–	0.27%	46
2023 Q3	$309K	Hold	4,106	–	–	0.26%	47
2023 Q2	$346K	Hold	4,106	–	–	0.29%	48
2023 Q1	$374K	Hold	4,106	–	–	0.34%	46
2022 Q4	$390K	Hold	4,106	–	–	0.49%	35
2022 Q3	$355K	Hold	4,106	–	–	0.39%	39
2022 Q2	$402K	Hold	4,106	–	–	0.55%	35
2022 Q1	$410K	Sell	4,106 -465	-10%	-$42.5K	0.29%	50
2021 Q4	$407K	Sell	4,571 -465	-9%	-$39.2K	0.25%	47
2021 Q3	$410K	Hold	5,036	–	–	0.24%	53
2021 Q2	$425K	Hold	5,036	–	–	0.24%	55
2021 Q1	$427K	Hold	5,036	–	–	0.27%	50
2020 Q4	$418K	Buy	+5,036	New	+$437K	0.28%	46

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 $3.37T AUM 44.26% 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

David J. Yvars Group's AEP Position: Q2 2026 in Review

David J. Yvars Group held its American Electric Power (AEP) position steady in Q2 2026 at 3,336 shares worth $456K. The position accounts for 0.22% of the portfolio, ranked #58.

David J. Yvars Group first reported a position in AEP in Q4 2020 and has held it in 23 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

David J. Yvars Group held 3,336 shares of American Electric Power worth $456K as of Q2 2026.
David J. Yvars Group left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.22% of David J. Yvars Group's portfolio in Q2 2026, its #58 holding.
David J. Yvars Group first reported a position in American Electric Power in Q4 2020 and has held it in 23 quarters since.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on David J. Yvars Group's 13F filing for Q2 2026, filed 7 Jul 2026.