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Evoke Wealth’s American Electric Power AEP Stock Holding History

Evoke Wealth’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
-3,439
Closed -$451K – 21
2026
Q1 		$451K Buy
3,439
+573
+20% +$71.7K 0.01% 432
2025
Q4 		$331K Sell
2,866
-1,079
-27% -$127K 0.01% 497
2025
Q3 		$444K Buy
3,945
+1,232
+45% +$135K 0.01% 394
2025
Q2 		$281K Buy
2,713
+800
+42% +$83.2K 0.01% 468
2025
Q1 		$209K Buy
+1,913
New +$194K 0.01% 413
2022
Q4 		– Sell
-932
Closed -$81K – 371
2022
Q3 		$81K Buy
932
+567
+155% +$56.1K ﹤0.01% 443
2022
Q2 		$35K Buy
365
+305
+508% +$30.2K ﹤0.01% 563
2022
Q1 		$6K Hold
60
– – ﹤0.01% 852
2021
Q4 		$5K Buy
60
+5
+9% +$422 ﹤0.01% 883
2021
Q3 		$4K Sell
55
-27
-33% -$2.36K ﹤0.01% 874
2021
Q2 		$7K Sell
82
-3
-4% -$258 ﹤0.01% 795
2021
Q1 		$7K Sell
85
-39
-31% -$3.14K ﹤0.01% 750
2020
Q4 		$10K Hold
124
– – ﹤0.01% 586
2020
Q3 		$10K Sell
124
-4
-3% -$329 ﹤0.01% 553
2020
Q2 		$10K Buy
128
+87
+212% +$7.1K ﹤0.01% 543
2020
Q1 		$3.3K Sell
41
-109
-73% -$10.3K ﹤0.01% 709
2019
Q4 		$14.2K Sell
150
-23
-13% -$2.13K ﹤0.01% 668
2019
Q3 		$16.3K Buy
+173
New +$15.7K ﹤0.01% 708

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

Evoke Wealth's AEP Position: Q2 2026 in Review

Evoke Wealth sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 3,439 shares — an estimated $451K sold.

Evoke Wealth first reported a position in AEP in Q3 2019 and held it in 18 quarters. The position peaked at $451K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Evoke Wealth reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 3,439 American Electric Power shares in Q2 2026, an estimated $451K.
  • Evoke Wealth first reported a position in American Electric Power in Q3 2019 and held it in 18 quarters.
  • Evoke Wealth's American Electric Power position peaked at $451K in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.