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Endeavor Private Wealth’s American Electric Power AEP Stock Holding History

Endeavor Private Wealth’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 		$528K Sell
3,859
-600
-13% -$79K 0.13% 126
2026
Q1 		$585K Sell
4,459
-800
-15% -$100K 0.17% 110
2025
Q4 		$606K Sell
5,259
-1,043
-17% -$123K 0.17% 109
2025
Q3 		$709K Buy
6,302
+549
+10% +$60.1K 0.22% 92
2025
Q2 		$597K Buy
5,753
+912
+19% +$94.9K 0.28% 70
2025
Q1 		$529K Buy
4,841
+3,894
+411% +$394K 0.29% 73
2024
Q4 		$87.3K Buy
+947
New +$91.6K 0.08% 91

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

Endeavor Private Wealth's AEP Position: Q2 2026 in Review

Endeavor Private Wealth reduced its American Electric Power (AEP) stake by 13% in Q2 2026, selling an estimated $79K and leaving 3,859 shares worth $528K. The position accounts for 0.13% of the portfolio, ranked #126.

Endeavor Private Wealth first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $709K in Q3 2025. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Endeavor Private Wealth held 3,859 shares of American Electric Power worth $528K as of Q2 2026.
  • Endeavor Private Wealth sold 600 American Electric Power shares in Q2 2026, an estimated $79K.
  • American Electric Power made up 0.13% of Endeavor Private Wealth's portfolio in Q2 2026, its #126 holding.
  • Endeavor Private Wealth first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • Endeavor Private Wealth's American Electric Power position peaked at $709K in Q3 2025.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Endeavor Private Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.