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EP Wealth Advisors’s American Electric Power AEP Stock Holding History

EP Wealth 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 		$4.69M Buy
34,286
+17,536
+105% +$2.31M 0.02% 394
2026
Q1 		$2.2M Buy
16,750
+11
+0.1% +$1.38K 0.01% 461
2025
Q4 		$1.93M Buy
+16,739
New +$1.98M 0.01% 456
2025
Q2 		$1.36M Buy
13,108
+1,278
+11% +$133K 0.01% 503
2025
Q1 		$1.29M Buy
11,830
+1,477
+14% +$150K 0.01% 441
2024
Q4 		$955K Sell
10,353
-704
-6% -$68.1K 0.01% 514
2024
Q3 		$1.13M Buy
11,057
+1,231
+13% +$120K 0.01% 467
2024
Q2 		$862K Buy
9,826
+969
+11% +$84.8K 0.01% 421
2024
Q1 		$763K Buy
8,857
+1,833
+26% +$149K 0.01% 429
2023
Q4 		$570K Buy
7,024
+57
+0.8% +$4.42K 0.01% 470
2023
Q3 		$524K Buy
6,967
+5,943
+580% +$484K 0.01% 456
2023
Q2 		$592K Buy
+1,024
New +$90.4K 0.01% 431
2022
Q3 		– Sell
-5,194
Closed -$498K – 349
2022
Q2 		$498K Buy
+5,194
New +$515K 0.01% 370

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

EP Wealth Advisors's AEP Position: Q2 2026 in Review

EP Wealth Advisors increased its American Electric Power (AEP) stake by 105% in Q2 2026, buying an estimated $2.31M and bringing the position to 34,286 shares worth $4.69M. The position accounts for 0.02% of the portfolio, ranked #394.

EP Wealth Advisors first reported a position in AEP in Q2 2022 and has held it in 13 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • EP Wealth Advisors held 34,286 shares of American Electric Power worth $4.69M as of Q2 2026.
  • EP Wealth Advisors bought 17,536 American Electric Power shares in Q2 2026, an estimated $2.31M.
  • American Electric Power made up 0.02% of EP Wealth Advisors's portfolio in Q2 2026, its #394 holding.
  • EP Wealth Advisors first reported a position in American Electric Power in Q2 2022 and has held it in 13 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.