Shah Wealth Advisors, LLC’s American Electric Power AEP Stock Holding History

Shah Wealth Advisors, LLC’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	$639K	Buy	+4,669	New	+$615K	0.15%	50

Other funds holding AEP

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Shah Wealth Advisors, LLC's AEP Position: Q2 2026 in Review

Shah Wealth Advisors, LLC opened a new position in American Electric Power (AEP) in Q2 2026: 4,669 shares worth $639K. The stake represents 0.15% of the portfolio and ranks #50 among its holdings.

1,335 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Shah Wealth Advisors, LLC held 4,669 shares of American Electric Power worth $639K as of Q2 2026.
American Electric Power was a new Shah Wealth Advisors, LLC position in Q2 2026.
American Electric Power made up 0.15% of Shah Wealth Advisors, LLC's portfolio in Q2 2026, its #50 holding.
1,335 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Shah Wealth Advisors, LLC's 13F filing for Q2 2026, filed 7 Aug 2026.