Global Assets Advisory’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$202K Buy
1,493
+26
+2% +$3.42K 0.04% 316
2026
Q1
$192K Buy
+1,467
New +$184K 0.06% 219
2025
Q4
Sell
-2,889
Closed -$325K 283
2025
Q3
$325K Buy
2,889
+210
+8% +$23K 0.1% 198
2025
Q2
$280K Sell
2,679
-2,689
-50% -$280K 0.11% 168
2025
Q1
$554K Buy
+5,368
New +$544K 0.1% 154
2024
Q2
Sell
-1,285
Closed -$109K 73
2024
Q1
$109K Buy
+1,285
New +$104K 0.07% 181

Other funds holding AEP

Global Assets Advisory's AEP Position: Q2 2026 in Review

Global Assets Advisory increased its American Electric Power (AEP) stake by 1.8% in Q2 2026, buying an estimated $3.42K and bringing the position to 1,493 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #316.

Global Assets Advisory first reported a position in AEP in Q1 2024 and has held it in 6 quarters since. The position peaked at $554K in Q1 2025. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Global Assets Advisory held 1,493 shares of American Electric Power worth $202K as of Q2 2026.
  • Global Assets Advisory bought 26 American Electric Power shares in Q2 2026, an estimated $3.42K.
  • American Electric Power made up 0.04% of Global Assets Advisory's portfolio in Q2 2026, its #316 holding.
  • Global Assets Advisory first reported a position in American Electric Power in Q1 2024 and has held it in 6 quarters since.
  • Global Assets Advisory's American Electric Power position peaked at $554K in Q1 2025.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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