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Halbert Hargrove Global Advisors’s American Electric Power AEP Stock Holding History

Halbert Hargrove Global 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 		$2.25K Buy
+16
New +$2.11K ﹤0.01% 380
2025
Q2 		– Sell
-37
Closed -$4.04K – 319
2025
Q1 		$4.04K Buy
+37
New +$3.75K ﹤0.01% 332
2014
Q4 		– Sell
-179
Closed -$1.67M – 139
2014
Q3 		$1.67M Buy
+179
New +$9.46K 0.46% 13

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

Halbert Hargrove Global Advisors's AEP Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in American Electric Power (AEP) in Q2 2026: 16 shares worth $2.25K. The stake represents ﹤0.01% of the portfolio and ranks #380 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in AEP as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in AEP in Q3 2014 and has held it in 3 quarters since. The position peaked at $1.67M in Q3 2014. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Halbert Hargrove Global Advisors held 16 shares of American Electric Power worth $2.25K as of Q2 2026.
  • American Electric Power was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • American Electric Power made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #380 holding.
  • Halbert Hargrove Global Advisors first reported a position in American Electric Power in Q3 2014 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's American Electric Power position peaked at $1.67M in Q3 2014.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.