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Heritage Trust’s American Electric Power AEP Stock Holding History

Heritage Trust’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 		$254K Buy
1,857
+200
+12% +$26.3K 0.02% 291
2026
Q1 		$217K Sell
1,657
-312
-16% -$39K 0.02% 294
2025
Q4 		$227K Sell
1,969
-5,404
-73% -$638K 0.02% 282
2025
Q3 		$829K Buy
7,373
+585
+9% +$64K 0.09% 177
2025
Q2 		$704K Sell
6,788
-821
-11% -$85.4K 0.08% 184
2025
Q1 		$831K Sell
7,609
-83
-1% -$8.41K 0.1% 168
2024
Q4 		$709K Buy
+7,692
New +$744K 0.08% 176
2020
Q1 		– Sell
-2,486
Closed -$235K – 175
2019
Q4 		$235K Hold
2,486
– – 0.05% 174
2019
Q3 		$233K Hold
2,486
– – 0.05% 171
2019
Q2 		$219K Hold
2,486
– – 0.05% 171
2019
Q1 		$208K Buy
2,486
+2,278
+1,095% +$181K 0.05% 172
2018
Q4 		$16K Hold
208
– – 0.01% 269
2018
Q3 		$15K Buy
+208
New +$14.8K 0.01% 286
2017
Q3 		– Sell
-15
Closed -$1K – 376
2017
Q2 		$1K Hold
15
– – ﹤0.01% 308
2017
Q1 		$1K Buy
+15
New +$972 ﹤0.01% 321

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

Heritage Trust's AEP Position: Q2 2026 in Review

Heritage Trust increased its American Electric Power (AEP) stake by 12% in Q2 2026, buying an estimated $26.3K and bringing the position to 1,857 shares worth $254K. The position accounts for 0.02% of the portfolio, ranked #291.

Heritage Trust first reported a position in AEP in Q1 2017 and has held it in 15 quarters since. The position peaked at $831K in Q1 2025. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Heritage Trust held 1,857 shares of American Electric Power worth $254K as of Q2 2026.
  • Heritage Trust bought 200 American Electric Power shares in Q2 2026, an estimated $26.3K.
  • American Electric Power made up 0.02% of Heritage Trust's portfolio in Q2 2026, its #291 holding.
  • Heritage Trust first reported a position in American Electric Power in Q1 2017 and has held it in 15 quarters since.
  • Heritage Trust's American Electric Power position peaked at $831K in Q1 2025.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Heritage Trust's 13F filing for Q2 2026, filed 6 Aug 2026.