Evergreen Advisors’s American Electric Power AEP Stock Holding History

Evergreen 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	–	Sell	-15	Closed	-$1.97K	–	33
2026 Q1	$1.97K	Buy	+15	New	+$1.88K	﹤0.01%	144

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evergreen Advisors's AEP Position: Q2 2026 in Review

Evergreen Advisors sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 15 shares — an estimated $1.97K sold.

Evergreen Advisors first reported a position in AEP in Q1 2026 and held it in 1 quarter. The position peaked at $1.97K in Q1 2026. 1,971 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Evergreen Advisors reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 15 American Electric Power shares in Q2 2026, an estimated $1.97K.
Evergreen Advisors first reported a position in American Electric Power in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's American Electric Power position peaked at $1.97K in Q1 2026.
1,971 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.