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Equitable Trust’s American Electric Power AEP Stock Holding History

Equitable Trust’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 		$2.08M Sell
15,169
-118
-0.8% -$15.5K 0.09% 164
2026
Q1 		$2M Sell
15,287
-8
-0.1% -$1K 0.09% 155
2025
Q4 		$1.76M Sell
15,295
-104
-0.7% -$12.3K 0.08% 165
2025
Q3 		$1.73M Buy
15,399
+300
+2% +$32.8K 0.08% 166
2025
Q2 		$1.57M Sell
15,099
-145
-1% -$15.1K 0.08% 173
2025
Q1 		$1.67M Sell
15,244
-261
-2% -$26.4K 0.09% 167
2024
Q4 		$1.43M Sell
15,505
-50
-0.3% -$4.84K 0.08% 179
2024
Q3 		$1.6M Buy
15,555
+2,050
+15% +$200K 0.1% 152
2024
Q2 		$1.18M Buy
13,505
+119
+0.9% +$10.4K 0.08% 174
2024
Q1 		$1.15M Buy
+13,386
New +$1.09M 0.08% 182

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

Equitable Trust's AEP Position: Q2 2026 in Review

Equitable Trust reduced its American Electric Power (AEP) stake by 0.77% in Q2 2026, selling an estimated $15.5K and leaving 15,169 shares worth $2.08M. The position accounts for 0.09% of the portfolio, ranked #164.

Equitable Trust first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. 1,979 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Equitable Trust held 15,169 shares of American Electric Power worth $2.08M as of Q2 2026.
  • Equitable Trust sold 118 American Electric Power shares in Q2 2026, an estimated $15.5K.
  • American Electric Power made up 0.09% of Equitable Trust's portfolio in Q2 2026, its #164 holding.
  • Equitable Trust first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
  • 1,979 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Equitable Trust's 13F filing for Q2 2026, filed 23 Jul 2026.