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Foundations Investment Advisors’s American Electric Power AEP Stock Holding History

Foundations Investment 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 		$1.41M Buy
10,312
+1,584
+18% +$209K 0.01% 492
2026
Q1 		$1.14M Sell
8,728
-2,137
-20% -$267K 0.01% 490
2025
Q4 		$1.25M Sell
10,865
-905
-8% -$107K 0.02% 446
2025
Q3 		$1.32M Buy
11,770
+500
+4% +$54.7K 0.02% 402
2025
Q2 		$1.17M Sell
11,270
-2,576
-19% -$268K 0.02% 393
2025
Q1 		$1.51M Buy
13,846
+6,305
+84% +$639K 0.03% 330
2024
Q4 		$695K Buy
7,541
+587
+8% +$56.8K 0.01% 470
2024
Q3 		$713K Buy
6,954
+346
+5% +$33.8K 0.02% 429
2024
Q2 		$580K Buy
6,608
+934
+16% +$81.7K 0.01% 464
2024
Q1 		$489K Buy
5,674
+68
+1% +$5.53K 0.01% 473
2023
Q4 		$447K Buy
5,606
+89
+2% +$6.91K 0.01% 460
2023
Q3 		$415K Sell
5,517
-1,036
-16% -$84.3K 0.01% 434
2023
Q2 		$552K Buy
6,553
+1,138
+21% +$101K 0.02% 344
2023
Q1 		$493K Buy
5,415
+1,210
+29% +$111K 0.02% 323
2022
Q4 		$399K Buy
4,205
+474
+13% +$43.1K 0.02% 313
2022
Q3 		$323K Buy
3,731
+293
+9% +$29K 0.01% 312
2022
Q2 		$326K Buy
3,438
+815
+31% +$80.8K 0.01% 288
2022
Q1 		$268K Buy
+2,623
New +$240K 0.01% 294
2018
Q4 		– Sell
-9,215
Closed -$653K – 105
2018
Q3 		$653K Buy
9,215
+1,506
+20% +$107K 0.16% 58
2018
Q2 		$534K Buy
+7,709
New +$519K 0.14% 55

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

Foundations Investment Advisors's AEP Position: Q2 2026 in Review

Foundations Investment Advisors increased its American Electric Power (AEP) stake by 18% in Q2 2026, buying an estimated $209K and bringing the position to 10,312 shares worth $1.41M. The position accounts for 0.01% of the portfolio, ranked #492.

Foundations Investment Advisors first reported a position in AEP in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.51M in Q1 2025. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Foundations Investment Advisors held 10,312 shares of American Electric Power worth $1.41M as of Q2 2026.
  • Foundations Investment Advisors bought 1,584 American Electric Power shares in Q2 2026, an estimated $209K.
  • American Electric Power made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #492 holding.
  • Foundations Investment Advisors first reported a position in American Electric Power in Q2 2018 and has held it in 20 quarters since.
  • Foundations Investment Advisors's American Electric Power position peaked at $1.51M in Q1 2025.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.