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Gladstone Institutional Advisory’s American Electric Power AEP Stock Holding History

Gladstone Institutional Advisory’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 		$613K Sell
4,478
-236
-5% -$31.1K 0.02% 530
2026
Q1 		$618K Buy
4,714
+47
+1% +$5.88K 0.02% 489
2025
Q4 		$538K Sell
4,667
-595
-11% -$70.3K 0.02% 483
2025
Q3 		$592K Buy
5,262
+32
+0.6% +$3.5K 0.02% 470
2025
Q2 		$543K Sell
5,230
-350
-6% -$36.4K 0.02% 475
2025
Q1 		$610K Buy
5,580
+123
+2% +$12.5K 0.03% 421
2024
Q4 		$503K Buy
5,457
+100
+2% +$9.68K 0.02% 471
2024
Q3 		$550K Sell
5,357
-4,251
-44% -$415K 0.03% 429
2024
Q2 		$843K Buy
9,608
+1,244
+15% +$109K 0.04% 323
2024
Q1 		$720K Sell
8,364
-558
-6% -$45.4K 0.04% 341
2023
Q4 		$725K Buy
8,922
+3,390
+61% +$263K 0.04% 344
2023
Q3 		$416K Buy
5,532
+799
+17% +$65K 0.03% 418
2023
Q2 		$398K Sell
4,733
-476
-9% -$42K 0.02% 447
2023
Q1 		$474K Sell
5,209
-943
-15% -$86.3K 0.03% 418
2022
Q4 		$584K Buy
6,152
+1,759
+40% +$160K 0.04% 364
2022
Q3 		$380K Sell
4,393
-445
-9% -$44K 0.03% 443
2022
Q2 		$464K Buy
4,838
+210
+5% +$20.8K 0.04% 426
2022
Q1 		$462K Sell
4,628
-261
-5% -$23.8K 0.03% 443
2021
Q4 		$435K Sell
4,889
-697
-12% -$58.8K 0.03% 406
2021
Q3 		$453K Buy
5,586
+2,145
+62% +$187K 0.04% 354
2021
Q2 		$291K Buy
+3,441
New +$296K 0.03% 406

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

Gladstone Institutional Advisory's AEP Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its American Electric Power (AEP) stake by 5% in Q2 2026, selling an estimated $31.1K and leaving 4,478 shares worth $613K. The position accounts for 0.02% of the portfolio, ranked #530.

Gladstone Institutional Advisory first reported a position in AEP in Q2 2021 and has held it in 21 quarters since. The position peaked at $843K in Q2 2024. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Gladstone Institutional Advisory held 4,478 shares of American Electric Power worth $613K as of Q2 2026.
  • Gladstone Institutional Advisory sold 236 American Electric Power shares in Q2 2026, an estimated $31.1K.
  • American Electric Power made up 0.02% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #530 holding.
  • Gladstone Institutional Advisory first reported a position in American Electric Power in Q2 2021 and has held it in 21 quarters since.
  • Gladstone Institutional Advisory's American Electric Power position peaked at $843K in Q2 2024.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.