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High Net Worth Advisory Group’s American Electric Power AEP Stock Holding History

High Net Worth Advisory Group’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 		$664K Sell
4,853
-150
-3% -$19.8K 0.14% 133
2026
Q1 		$656K Hold
5,003
– – 0.15% 126
2025
Q4 		$577K Hold
5,003
– – 0.13% 129
2025
Q3 		$563K Buy
5,003
+40
+0.8% +$4.38K 0.14% 128
2025
Q2 		$515K Hold
4,963
– – 0.14% 129
2025
Q1 		$542K Sell
4,963
-320
-6% -$32.4K 0.15% 122
2024
Q4 		$487K Sell
5,283
-1,200
-19% -$116K 0.14% 127
2024
Q3 		$665K Hold
6,483
– – 0.18% 107
2024
Q2 		$569K Buy
6,483
+1,708
+36% +$149K 0.17% 107
2024
Q1 		$411K Sell
4,775
-991
-17% -$80.6K 0.13% 130
2023
Q4 		$468K Buy
5,766
+230
+4% +$17.9K 0.17% 115
2023
Q3 		$416K Buy
5,536
+45
+0.8% +$3.66K 0.17% 118
2023
Q2 		$462K Buy
5,491
+325
+6% +$28.7K 0.18% 118
2023
Q1 		$470K Buy
5,166
+905
+21% +$82.8K 0.19% 111
2022
Q4 		$405K Buy
4,261
+1,850
+77% +$168K 0.16% 122
2022
Q3 		$208K Hold
2,411
– – 0.09% 177
2022
Q2 		$231K Hold
2,411
– – 0.1% 170
2022
Q1 		$241K Hold
2,411
– – 0.09% 164
2021
Q4 		$215K Buy
+2,411
New +$203K 0.08% 184

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

High Net Worth Advisory Group's AEP Position: Q2 2026 in Review

High Net Worth Advisory Group reduced its American Electric Power (AEP) stake by 3% in Q2 2026, selling an estimated $19.8K and leaving 4,853 shares worth $664K. The position accounts for 0.14% of the portfolio, ranked #133.

High Net Worth Advisory Group first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $665K in Q3 2024. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • High Net Worth Advisory Group held 4,853 shares of American Electric Power worth $664K as of Q2 2026.
  • High Net Worth Advisory Group sold 150 American Electric Power shares in Q2 2026, an estimated $19.8K.
  • American Electric Power made up 0.14% of High Net Worth Advisory Group's portfolio in Q2 2026, its #133 holding.
  • High Net Worth Advisory Group first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • High Net Worth Advisory Group's American Electric Power position peaked at $665K in Q3 2024.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on High Net Worth Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.