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Heritage Wealth Advisors’s American Electric Power AEP Stock Holding History

Heritage Wealth 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 		$337K Buy
2,462
+800
+48% +$105K 0.01% 177
2026
Q1 		$218K Buy
1,662
+74
+5% +$9.26K 0.01% 198
2025
Q4 		$183K Buy
1,588
+95
+6% +$11.2K 0.01% 225
2025
Q3 		$168K Buy
1,493
+200
+15% +$21.9K 0.01% 213
2025
Q2 		$134K Buy
1,293
+36
+3% +$3.75K 0.01% 226
2025
Q1 		$137K Hold
1,257
– – 0.01% 223
2024
Q4 		$116K Hold
1,257
– – 0.01% 243
2024
Q3 		$129K Sell
1,257
-400
-24% -$39K 0.01% 246
2024
Q2 		$145K Buy
1,657
+400
+32% +$35K 0.01% 230
2024
Q1 		$108K Buy
1,257
+260
+26% +$21.1K ﹤0.01% 255
2023
Q4 		$81K Buy
997
+450
+82% +$34.9K ﹤0.01% 288
2023
Q3 		$41.1K Sell
547
-383
-41% -$31.2K ﹤0.01% 316
2023
Q2 		$78.3K Hold
930
– – ﹤0.01% 278
2023
Q1 		$84.6K Sell
930
-257
-22% -$23.5K ﹤0.01% 271
2022
Q4 		$113K Hold
1,187
– – 0.01% 256
2022
Q3 		$103K Hold
1,187
– – 0.01% 248
2022
Q2 		$114K Hold
1,187
– – 0.01% 248
2022
Q1 		$118K Hold
1,187
– – 0.01% 236
2021
Q4 		$106K Hold
1,187
– – 0.01% 258
2021
Q3 		$96.3K Sell
1,187
-350
-23% -$30.6K 0.01% 257
2021
Q2 		$130K Hold
1,537
– – 0.01% 233
2021
Q1 		$130K Hold
1,537
– – 0.01% 236
2020
Q4 		$128K Hold
1,537
– – 0.01% 232
2020
Q3 		$126K Hold
1,537
– – 0.02% 187
2020
Q2 		$122K Hold
1,537
– – 0.02% 180
2020
Q1 		$123K Hold
1,537
– – 0.02% 169
2019
Q4 		$145K Sell
1,537
-232
-13% -$21.4K 0.02% 198
2019
Q3 		$165K Buy
1,769
+732
+71% +$66.5K 0.02% 173
2019
Q2 		$91.3K Buy
1,037
+804
+345% +$69.3K 0.01% 200
2019
Q1 		$19.5K Buy
+233
New +$18.5K ﹤0.01% 309

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 Wealth Advisors's AEP Position: Q2 2026 in Review

Heritage Wealth Advisors increased its American Electric Power (AEP) stake by 48% in Q2 2026, buying an estimated $105K and bringing the position to 2,462 shares worth $337K. The position accounts for 0.01% of the portfolio, ranked #177.

Heritage Wealth Advisors first reported a position in AEP in Q1 2019 and has held it in 30 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Heritage Wealth Advisors held 2,462 shares of American Electric Power worth $337K as of Q2 2026.
  • Heritage Wealth Advisors bought 800 American Electric Power shares in Q2 2026, an estimated $105K.
  • American Electric Power made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #177 holding.
  • Heritage Wealth Advisors first reported a position in American Electric Power in Q1 2019 and has held it in 30 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.