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

EverSource 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 		$809K Sell
5,916
-407
-6% -$53.6K 0.03% 405
2026
Q1 		$829K Buy
6,323
+303
+5% +$37.9K 0.03% 438
2025
Q4 		$694K Buy
6,020
+18
+0.3% +$2.13K 0.03% 433
2025
Q3 		$675K Buy
6,002
+1,213
+25% +$133K 0.03% 408
2025
Q2 		$497K Buy
4,789
+1,252
+35% +$130K 0.02% 454
2025
Q1 		$386K Buy
3,537
+738
+26% +$74.8K 0.02% 443
2024
Q4 		$258K Sell
2,799
-152
-5% -$14.7K 0.01% 556
2024
Q3 		$303K Buy
2,951
+100
+4% +$9.76K 0.02% 442
2024
Q2 		$280K Sell
2,851
-719
-20% -$62.9K 0.02% 461
2024
Q1 		$307K Buy
3,570
+239
+7% +$19.4K 0.02% 369
2023
Q4 		$271K Buy
3,331
+1,060
+47% +$82.3K 0.02% 365
2023
Q3 		$171K Buy
2,271
+221
+11% +$18K 0.02% 429
2023
Q2 		$173K Sell
2,050
-382
-16% -$33.7K 0.02% 437
2023
Q1 		$221K Sell
2,432
-109
-4% -$9.97K 0.03% 355
2022
Q4 		$241K Sell
2,541
-344
-12% -$31.3K 0.04% 325
2022
Q3 		$250K Sell
2,885
-194
-6% -$19.2K 0.06% 264
2022
Q2 		$295K Buy
3,079
+98
+3% +$9.71K 0.08% 213
2022
Q1 		$297K Buy
2,981
+301
+11% +$27.5K 0.08% 210
2021
Q4 		$238K Buy
+2,680
New +$226K 0.07% 201

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

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

EverSource Wealth Advisors reduced its American Electric Power (AEP) stake by 6.4% in Q2 2026, selling an estimated $53.6K and leaving 5,916 shares worth $809K. The position accounts for 0.03% of the portfolio, ranked #405.

EverSource Wealth Advisors first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $829K in Q1 2026. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • EverSource Wealth Advisors held 5,916 shares of American Electric Power worth $809K as of Q2 2026.
  • EverSource Wealth Advisors sold 407 American Electric Power shares in Q2 2026, an estimated $53.6K.
  • American Electric Power made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #405 holding.
  • EverSource Wealth Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's American Electric Power position peaked at $829K in Q1 2026.
  • 1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.