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Gallagher Fiduciary Advisors’s American Electric Power AEP Stock Holding History

Gallagher Fiduciary 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 		$278K Sell
2,034
-4
-0.2% -$527 0.01% 304
2026
Q1 		$267K Buy
2,038
+9
+0.4% +$1.13K 0.01% 282
2025
Q4 		$234K Buy
2,029
+32
+2% +$3.78K 0.01% 300
2025
Q3 		$225K Sell
1,997
-2
-0.1% -$219 0.01% 287
2025
Q2 		$207K Sell
1,999
-8,527
-81% -$887K 0.01% 299
2025
Q1 		$1.15M Buy
10,526
+173
+2% +$17.5K 0.04% 79
2024
Q4 		$955K Buy
10,353
+1,358
+15% +$131K 0.19% 63
2024
Q3 		$923K Sell
8,995
-1,278
-12% -$125K 0.19% 59
2024
Q2 		$901K Buy
10,273
+381
+4% +$33.3K 0.2% 56
2024
Q1 		$852K Buy
9,892
+28
+0.3% +$2.28K 0.03% 66
2023
Q4 		$801K Buy
9,864
+256
+3% +$19.9K 0.03% 67
2023
Q3 		$723K Buy
9,608
+295
+3% +$24K 0.06% 65
2023
Q2 		$785K Sell
9,313
-14
-0.2% -$1.24K 0.06% 77
2023
Q1 		$849K Buy
+9,327
New +$853K 0.07% 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

Gallagher Fiduciary Advisors's AEP Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its American Electric Power (AEP) stake by 0.2% in Q2 2026, selling an estimated $527 and leaving 2,034 shares worth $278K. The position accounts for 0.01% of the portfolio, ranked #304.

Gallagher Fiduciary Advisors first reported a position in AEP in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.15M in Q1 2025. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Gallagher Fiduciary Advisors held 2,034 shares of American Electric Power worth $278K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 4 American Electric Power shares in Q2 2026, an estimated $527.
  • American Electric Power made up 0.01% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #304 holding.
  • Gallagher Fiduciary Advisors first reported a position in American Electric Power in Q1 2023 and has held it in 14 quarters since.
  • Gallagher Fiduciary Advisors's American Electric Power position peaked at $1.15M in Q1 2025.
  • 1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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