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Harel Insurance Investments & Financial Services’s American Electric Power AEP Stock Holding History

Harel Insurance Investments & Financial Services’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 		$224K Sell
1,634
-3,926
-71% -$517K ﹤0.01% 327
2026
Q1 		$729K Buy
5,560
+4,977
+854% +$623K ﹤0.01% 184
2025
Q4 		$67K Sell
583
-4,892
-89% -$578K ﹤0.01% 330
2025
Q3 		$615K Buy
5,475
+4,025
+278% +$440K 0.01% 215
2025
Q2 		$150K Sell
1,450
-2,946
-67% -$306K ﹤0.01% 294
2025
Q1 		$480K Buy
4,396
+2,044
+87% +$207K 0.01% 200
2024
Q4 		$217K Sell
2,352
-1,042
-31% -$101K ﹤0.01% 206
2024
Q3 		$348K Buy
+3,394
New +$331K 0.01% 189
2022
Q4 		– Sell
-1,362
Closed -$121K – 679
2022
Q3 		$121K Buy
1,362
+687
+102% +$67.9K ﹤0.01% 352
2022
Q2 		$65K Buy
+675
New +$66.9K ﹤0.01% 472
2021
Q3 		– Sell
-1,103
Closed -$304K – 676
2021
Q2 		$304K Buy
+1,103
New +$95K 0.01% 543
2021
Q1 		– Sell
-1,463
Closed -$392K – 730
2020
Q4 		$392K Hold
1,463
– – 0.01% 395
2020
Q3 		$120K Buy
+1,463
New +$121K ﹤0.01% 377
2019
Q4 		– Sell
-4,129
Closed -$387K – 464
2019
Q3 		$387K Buy
+4,129
New +$375K 0.02% 133

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Harel Insurance Investments & Financial Services's AEP Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services reduced its American Electric Power (AEP) stake by 71% in Q2 2026, selling an estimated $517K and leaving 1,634 shares worth $224K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

Harel Insurance Investments & Financial Services first reported a position in AEP in Q3 2019 and has held it in 14 quarters since. The position peaked at $729K in Q1 2026. 1,260 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Harel Insurance Investments & Financial Services held 1,634 shares of American Electric Power worth $224K as of Q2 2026.
  • Harel Insurance Investments & Financial Services sold 3,926 American Electric Power shares in Q2 2026, an estimated $517K.
  • American Electric Power made up ﹤0.01% of Harel Insurance Investments & Financial Services's portfolio in Q2 2026, its #327 holding.
  • Harel Insurance Investments & Financial Services first reported a position in American Electric Power in Q3 2019 and has held it in 14 quarters since.
  • Harel Insurance Investments & Financial Services's American Electric Power position peaked at $729K in Q1 2026.
  • 1,260 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.