HeadInvest LLC’s American Electric Power AEP Stock Holding History

HeadInvest LLC’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	$235K	Buy	+1,716	New	+$226K	0.04%	199
2025 Q2	–	Sell	-2,311	Closed	-$253K	–	207
2025 Q1	$253K	Hold	2,311	–	–	0.05%	208
2024 Q4	$213K	Buy	2,311 +23	+1%	+$2.23K	0.04%	223
2024 Q3	$235K	Hold	2,288	–	–	0.04%	222
2024 Q2	$201K	Buy	+2,288	New	+$200K	0.04%	223
2023 Q4	–	Sell	-2,288	Closed	-$164K	–	238
2023 Q3	$164K	Buy	+2,288	New	+$186K	0.04%	235
2023 Q2	–	Sell	-2,288	Closed	-$208K	–	226
2023 Q1	$208K	Sell	2,288 -25	-1%	-$2.29K	0.05%	216
2022 Q4	$220K	Buy	+2,313	New	+$211K	0.05%	210
2022 Q3	–	Sell	-2,313	Closed	-$222K	–	212
2022 Q2	$222K	Buy	2,313 +25	+1%	+$2.48K	0.05%	205
2022 Q1	$228K	Hold	2,288	–	–	0.04%	215
2021 Q4	$204K	Buy	+2,288	New	+$193K	0.04%	230
2020 Q1	–	Sell	-2,288	Closed	-$216K	–	167
2019 Q4	$216K	Hold	2,288	–	–	0.06%	186
2019 Q3	$214K	Hold	2,288	–	–	0.06%	178
2019 Q2	$201K	Buy	+2,288	New	+$197K	0.06%	179
2016 Q3	–	Sell	-2,888	Closed	-$202K	–	133
2016 Q2	$202K	Buy	+2,888	New	+$189K	0.08%	124

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HeadInvest LLC's AEP Position: Q2 2026 in Review

HeadInvest LLC opened a new position in American Electric Power (AEP) in Q2 2026: 1,716 shares worth $235K. The stake represents 0.04% of the portfolio and ranks #199 among its holdings. This is a return to the name: HeadInvest LLC previously reported a position in AEP as recently as Q1 2025.

HeadInvest LLC first reported a position in AEP in Q2 2016 and has held it in 15 quarters since. The position peaked at $253K in Q1 2025. 1,977 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

HeadInvest LLC held 1,716 shares of American Electric Power worth $235K as of Q2 2026.
American Electric Power was a new HeadInvest LLC position in Q2 2026.
American Electric Power made up 0.04% of HeadInvest LLC's portfolio in Q2 2026, its #199 holding.
HeadInvest LLC first reported a position in American Electric Power in Q2 2016 and has held it in 15 quarters since.
HeadInvest LLC's American Electric Power position peaked at $253K in Q1 2025.
1,977 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on HeadInvest LLC's 13F filing for Q2 2026, filed 14 Aug 2026.