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

Flagship 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 		$55K Buy
402
+162
+68% +$21.3K 0.01% 259
2026
Q1 		$24.9K Sell
240
-162
-40% -$20.3K 0.01% 242
2025
Q4 		$46.4K Hold
402
– – 0.01% 222
2025
Q3 		$45.2K Buy
402
+162
+68% +$17.7K 0.01% 227
2025
Q2 		$24.9K Hold
240
– – 0.01% 256
2025
Q1 		$26.2K Hold
240
– – 0.01% 244
2024
Q4 		$22.1K Buy
+240
New +$23.2K 0.01% 244

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

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

Flagship Wealth Advisors increased its American Electric Power (AEP) stake by 68% in Q2 2026, buying an estimated $21.3K and bringing the position to 402 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #259.

Flagship Wealth Advisors first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Flagship Wealth Advisors held 402 shares of American Electric Power worth $55K as of Q2 2026.
  • Flagship Wealth Advisors bought 162 American Electric Power shares in Q2 2026, an estimated $21.3K.
  • American Electric Power made up 0.01% of Flagship Wealth Advisors's portfolio in Q2 2026, its #259 holding.
  • Flagship Wealth Advisors first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.