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Elevated Capital Advisors’s American Electric Power AEP Stock Holding History

Elevated Capital 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 		$420K Sell
3,072
-3,376
-52% -$445K 0.12% 147
2026
Q1 		$845K Sell
6,448
-642
-9% -$80.3K 0.21% 119
2025
Q4 		$818K Sell
7,090
-78
-1% -$9.21K 0.19% 141
2025
Q3 		$806K Sell
7,168
-1,011
-12% -$111K 0.2% 136
2025
Q2 		$894K Hold
8,179
– – 0.25% 116
2025
Q1 		$894K Buy
8,179
+221
+3% +$22.4K 0.25% 116
2024
Q4 		$734K Sell
7,958
-28
-0.4% -$2.71K 0.2% 146
2024
Q3 		$819K Sell
7,986
-212
-3% -$20.7K 0.22% 144
2024
Q2 		$719K Buy
+8,198
New +$717K 0.2% 138
2023
Q3 		– Sell
-18,727
Closed -$1.58M – 168
2023
Q2 		$1.58M Buy
18,727
+892
+5% +$78.8K 0.52% 72
2023
Q1 		$1.62M Buy
17,835
+402
+2% +$36.8K 0.58% 60
2022
Q4 		$1.66M Buy
17,433
+1,044
+6% +$95K 0.63% 53
2022
Q3 		$1.42M Buy
+16,389
New +$1.62M 0.56% 58
2022
Q1 		$1.46M Buy
+14,638
New +$1.34M 0.48% 63
2021
Q3 		$974K Buy
+11,997
New +$1.05M 0.34% 93
2021
Q1 		$901K Buy
10,000
+201
+2% +$16.2K 0.35% 95
2020
Q4 		$816K Sell
9,799
-665
-6% -$57.7K 0.35% 94
2020
Q3 		$950K Sell
10,464
-405
-4% -$33.4K 0.45% 74
2020
Q2 		$873K Buy
+10,869
New +$887K 0.41% 92
2019
Q1 		$236K Buy
+2,826
New +$225K 0.16% 127

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

Elevated Capital Advisors's AEP Position: Q2 2026 in Review

Elevated Capital Advisors reduced its American Electric Power (AEP) stake by 52% in Q2 2026, selling an estimated $445K and leaving 3,072 shares worth $420K. The position accounts for 0.12% of the portfolio, ranked #147.

Elevated Capital Advisors first reported a position in AEP in Q1 2019 and has held it in 20 quarters since. The position peaked at $1.66M in Q4 2022. 1,985 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Elevated Capital Advisors held 3,072 shares of American Electric Power worth $420K as of Q2 2026.
  • Elevated Capital Advisors sold 3,376 American Electric Power shares in Q2 2026, an estimated $445K.
  • American Electric Power made up 0.12% of Elevated Capital Advisors's portfolio in Q2 2026, its #147 holding.
  • Elevated Capital Advisors first reported a position in American Electric Power in Q1 2019 and has held it in 20 quarters since.
  • Elevated Capital Advisors's American Electric Power position peaked at $1.66M in Q4 2022.
  • 1,985 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.