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Empowered Funds’s American Electric Power AEP Stock Holding History

Empowered Funds’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 		$13.6M Buy
99,353
+6,100
+7% +$804K 0.07% 303
2026
Q1 		$12.2M Buy
+93,253
New +$11.7M 0.08% 295
2025
Q4 		– Sell
-89,819
Closed -$10.1M – 1016
2025
Q3 		$10.1M Buy
89,819
+21,774
+32% +$2.38M 0.1% 221
2025
Q2 		$7.06M Buy
68,045
+17,881
+36% +$1.86M 0.08% 329
2025
Q1 		$5.48M Buy
50,164
+8,999
+22% +$912K 0.08% 358
2024
Q4 		$3.8M Buy
41,165
+205
+0.5% +$19.8K 0.06% 466
2024
Q3 		$4.2M Buy
40,960
+5,148
+14% +$502K 0.07% 413
2024
Q2 		$3.14M Buy
35,812
+2,125
+6% +$186K 0.05% 464
2024
Q1 		$2.9M Buy
33,687
+10,868
+48% +$884K 0.05% 478
2023
Q4 		$1.85M Buy
22,819
+17,193
+306% +$1.33M 0.05% 540
2023
Q3 		$423K Buy
5,626
+1,195
+27% +$97.2K 0.01% 966
2023
Q2 		$373K Buy
4,431
+2,089
+89% +$185K 0.01% 900
2023
Q1 		$213K Buy
+2,342
New +$214K 0.01% 494
2021
Q2 		– Sell
-5,727
Closed -$477K – 225
2021
Q1 		$477K Hold
5,727
– – 0.09% 159
2020
Q4 		$477K Buy
+5,727
New +$497K 0.09% 159

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

Empowered Funds's AEP Position: Q2 2026 in Review

Empowered Funds increased its American Electric Power (AEP) stake by 6.5% in Q2 2026, buying an estimated $804K and bringing the position to 99,353 shares worth $13.6M. The position accounts for 0.07% of the portfolio, ranked #303.

Empowered Funds first reported a position in AEP in Q4 2020 and has held it in 15 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Empowered Funds held 99,353 shares of American Electric Power worth $13.6M as of Q2 2026.
  • Empowered Funds bought 6,100 American Electric Power shares in Q2 2026, an estimated $804K.
  • American Electric Power made up 0.07% of Empowered Funds's portfolio in Q2 2026, its #303 holding.
  • Empowered Funds first reported a position in American Electric Power in Q4 2020 and has held it in 15 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.