Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s American Electric Power AEP Stock Holding History

Envestnet Portfolio Solutions’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 		$2.84M Buy
20,742
+4,156
+25% +$547K 0.01% 430
2026
Q1 		$2.17M Sell
16,586
-57,142
-78% -$7.15M 0.01% 439
2025
Q4 		$8.5M Buy
73,728
+39,173
+113% +$4.63M 0.03% 274
2025
Q3 		$3.89M Buy
34,555
+903
+3% +$98.8K 0.01% 400
2025
Q2 		$3.49M Buy
33,652
+230
+0.7% +$23.9K 0.01% 437
2025
Q1 		$3.65M Sell
33,422
-5,867
-15% -$594K 0.01% 439
2024
Q4 		$3.62M Sell
39,289
-24,423
-38% -$2.36M 0.01% 479
2024
Q3 		$6.54M Sell
63,712
-3,108
-5% -$303K 0.02% 332
2024
Q2 		$5.86M Buy
66,820
+1,117
+2% +$97.7K 0.02% 332
2024
Q1 		$5.66M Buy
65,703
+3,845
+6% +$313K 0.02% 347
2023
Q4 		$5.02M Sell
61,858
-3,422
-5% -$266K 0.02% 326
2023
Q3 		$4.91M Buy
+65,280
New +$5.31M 0.02% 309

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

Envestnet Portfolio Solutions's AEP Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its American Electric Power (AEP) stake by 25% in Q2 2026, buying an estimated $547K and bringing the position to 20,742 shares worth $2.84M. The position accounts for 0.01% of the portfolio, ranked #430.

Envestnet Portfolio Solutions first reported a position in AEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $8.5M in Q4 2025. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Envestnet Portfolio Solutions held 20,742 shares of American Electric Power worth $2.84M as of Q2 2026.
  • Envestnet Portfolio Solutions bought 4,156 American Electric Power shares in Q2 2026, an estimated $547K.
  • American Electric Power made up 0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #430 holding.
  • Envestnet Portfolio Solutions first reported a position in American Electric Power in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's American Electric Power position peaked at $8.5M in Q4 2025.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.