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Glass Jacobson Investment Advisors’s American Electric Power AEP Stock Holding History

Glass Jacobson 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 		$280K Hold
2,049
– – 0.09% 167
2026
Q1 		$269K Hold
2,049
– – 0.09% 165
2025
Q4 		$236K Hold
2,049
– – 0.09% 170
2025
Q3 		$231K Hold
2,049
– – 0.08% 174
2025
Q2 		$213K Sell
2,049
-297
-13% -$30.9K 0.08% 178
2025
Q1 		$216K Hold
2,346
– – 0.07% 228
2024
Q4 		$216K Buy
2,346
+24
+1% +$2.32K 0.07% 228
2024
Q3 		$238K Hold
2,322
– – 0.08% 212
2024
Q2 		$204K Hold
2,322
– – 0.07% 211
2024
Q1 		$200K Hold
2,322
– – 0.08% 207
2023
Q4 		$189K Sell
2,322
-3
-0.1% -$233 0.08% 212
2023
Q3 		$175K Sell
2,325
-1
-0% -$81 0.08% 215
2023
Q2 		$196K Buy
+2,326
New +$205K 0.09% 198
2022
Q4 		$221K Buy
+2,326
New +$212K 0.11% 192

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 $3.38T AUM 44.17% 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

Glass Jacobson Investment Advisors's AEP Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 2,049 shares worth $280K. The position accounts for 0.09% of the portfolio, ranked #167.

Glass Jacobson Investment Advisors first reported a position in AEP in Q4 2022 and has held it in 14 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Glass Jacobson Investment Advisors held 2,049 shares of American Electric Power worth $280K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.09% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #167 holding.
  • Glass Jacobson Investment Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 14 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.