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Guardian Wealth Advisors (North Carolina)’s American Electric Power AEP Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$221K Sell
1,613
-33
-2% -$4.35K 0.01% 362
2026
Q1 		$216K Sell
1,646
-134
-8% -$16.8K 0.01% 338
2025
Q4 		$205K Hold
1,780
– – 0.01% 356
2025
Q3 		$200K Buy
+1,780
New +$195K 0.01% 350
2025
Q2 		– Sell
-3,385
Closed -$370K – 551
2025
Q1 		$370K Buy
3,385
+472
+16% +$47.8K 0.03% 220
2024
Q4 		$269K Buy
2,913
+115
+4% +$11.1K 0.02% 263
2024
Q3 		$287K Sell
2,798
-278
-9% -$27.1K 0.03% 218
2024
Q2 		$270K Buy
3,076
+17
+0.6% +$1.49K 0.03% 216
2024
Q1 		$263K Buy
+3,059
New +$249K 0.03% 224

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

Guardian Wealth Advisors (North Carolina)'s AEP Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its American Electric Power (AEP) stake by 2% in Q2 2026, selling an estimated $4.35K and leaving 1,613 shares worth $221K. The position accounts for 0.01% of the portfolio, ranked #362.

Guardian Wealth Advisors (North Carolina) first reported a position in AEP in Q1 2024 and has held it in 9 quarters since. The position peaked at $370K in Q1 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,613 shares of American Electric Power worth $221K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 33 American Electric Power shares in Q2 2026, an estimated $4.35K.
  • American Electric Power made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #362 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in American Electric Power in Q1 2024 and has held it in 9 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s American Electric Power position peaked at $370K in Q1 2025.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.