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Forvis Mazars Wealth Advisors’s American Electric Power AEP Stock Holding History

Forvis Mazars 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 		$531K Buy
3,881
+1,139
+42% +$150K 0.01% 295
2026
Q1 		$359K Buy
2,742
+240
+10% +$30K 0.01% 329
2025
Q4 		$288K Buy
2,502
+106
+4% +$12.5K 0.01% 359
2025
Q3 		$270K Sell
2,396
-18
-0.7% -$1.97K 0.01% 362
2025
Q2 		$250K Sell
2,414
-15
-0.6% -$1.56K 0.01% 369
2025
Q1 		$265K Buy
2,429
+111
+5% +$11.2K 0.01% 353
2024
Q4 		$214K Buy
2,318
+41
+2% +$3.97K ﹤0.01% 411
2024
Q3 		$234K Buy
+2,277
New +$222K 0.01% 410
2018
Q2 		– Sell
-5,910
Closed -$405K – 233
2018
Q1 		$405K Sell
5,910
-1,013
-15% -$68.2K 0.04% 170
2017
Q4 		$509K Sell
6,923
-221
-3% -$16.5K 0.05% 151
2017
Q3 		$502K Sell
7,144
-22
-0.3% -$1.57K 0.06% 139
2017
Q2 		$498K Buy
7,166
+75
+1% +$5.21K 0.06% 138
2017
Q1 		$476K Buy
7,091
+663
+10% +$42.9K 0.06% 127
2016
Q4 		$405K Buy
6,428
+259
+4% +$16K 0.05% 137
2016
Q3 		$396K Buy
6,169
+117
+2% +$7.87K 0.06% 127
2016
Q2 		$424K Buy
6,052
+4
+0.1% +$262 0.06% 115
2016
Q1 		$402K Sell
6,048
-120
-2% -$7.42K 0.06% 118
2015
Q4 		$359K Hold
6,168
– – 0.05% 133
2015
Q3 		$351K Buy
6,168
+62
+1% +$3.44K 0.06% 123
2015
Q2 		$323K Sell
6,106
-138
-2% -$7.64K 0.05% 136
2015
Q1 		$351K Buy
6,244
+351
+6% +$20.8K 0.05% 134
2014
Q4 		$358K Buy
5,893
+20
+0.3% +$1.14K 0.06% 115
2014
Q3 		$307K Sell
5,873
-285
-5% -$15.1K 0.05% 108
2014
Q2 		$343K Sell
6,158
-756
-11% -$39.9K 0.06% 107
2014
Q1 		$350K Hold
6,914
– – 0.06% 119
2013
Q4 		$323K Buy
6,914
+1
+0% +$46 0.06% 122
2013
Q3 		$300K Sell
6,913
-5
-0.1% -$222 0.06% 121
2013
Q2 		$310K Buy
+6,918
New +$332K 0.25% 77

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

Forvis Mazars Wealth Advisors's AEP Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its American Electric Power (AEP) stake by 42% in Q2 2026, buying an estimated $150K and bringing the position to 3,881 shares worth $531K. The position accounts for 0.01% of the portfolio, ranked #295.

Forvis Mazars Wealth Advisors first reported a position in AEP in Q2 2013 and has held it in 28 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 3,881 shares of American Electric Power worth $531K as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 1,139 American Electric Power shares in Q2 2026, an estimated $150K.
  • American Electric Power made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #295 holding.
  • Forvis Mazars Wealth Advisors first reported a position in American Electric Power in Q2 2013 and has held it in 28 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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