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Dumont & Blake Investment Advisors’s American Electric Power AEP Stock Holding History

Dumont & Blake 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 		$277K Sell
2,027
-40
-2% -$5.27K 0.06% 164
2026
Q1 		$271K Sell
2,067
-27
-1% -$3.38K 0.07% 166
2025
Q4 		$241K Sell
2,094
-138
-6% -$16.3K 0.06% 177
2025
Q3 		$251K Sell
2,232
-8
-0.4% -$875 0.06% 178
2025
Q2 		$232K Hold
2,240
– – 0.06% 182
2025
Q1 		$245K Sell
2,240
-10
-0.4% -$1.01K 0.07% 172
2024
Q4 		$208K Buy
2,250
+10
+0.4% +$968 0.06% 186
2024
Q3 		$230K Buy
+2,240
New +$219K 0.06% 182

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

Dumont & Blake Investment Advisors's AEP Position: Q2 2026 in Review

Dumont & Blake Investment Advisors reduced its American Electric Power (AEP) stake by 1.9% in Q2 2026, selling an estimated $5.27K and leaving 2,027 shares worth $277K. The position accounts for 0.06% of the portfolio, ranked #164.

Dumont & Blake Investment Advisors first reported a position in AEP in Q3 2024 and has held it in 8 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Dumont & Blake Investment Advisors held 2,027 shares of American Electric Power worth $277K as of Q2 2026.
  • Dumont & Blake Investment Advisors sold 40 American Electric Power shares in Q2 2026, an estimated $5.27K.
  • American Electric Power made up 0.06% of Dumont & Blake Investment Advisors's portfolio in Q2 2026, its #164 holding.
  • Dumont & Blake Investment Advisors first reported a position in American Electric Power in Q3 2024 and has held it in 8 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Dumont & Blake Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.