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Holos Integrated Wealth’s American Electric Power AEP Stock Holding History

Holos Integrated Wealth’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 		$13.8K Hold
100
– – 0.01% 241
2026
Q1 		$13.3K Hold
100
– – 0.01% 238
2025
Q4 		$11.6K Hold
100
– – 0.01% 197
2025
Q3 		$11.7K Hold
100
– – 0.01% 186
2025
Q2 		$11.3K Hold
100
– – 0.01% 187
2025
Q1 		$10.9K Sell
100
-500
-83% -$50.6K 0.01% 192
2024
Q4 		$55.3K Buy
+600
New +$58.1K 0.04% 107

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

Holos Integrated Wealth's AEP Position: Q2 2026 in Review

Holos Integrated Wealth held its American Electric Power (AEP) position steady in Q2 2026 at 100 shares worth $13.8K. The position accounts for 0.01% of the portfolio, ranked #241.

Holos Integrated Wealth first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $55.3K in Q4 2024. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Holos Integrated Wealth held 100 shares of American Electric Power worth $13.8K as of Q2 2026.
  • Holos Integrated Wealth left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.01% of Holos Integrated Wealth's portfolio in Q2 2026, its #241 holding.
  • Holos Integrated Wealth first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's American Electric Power position peaked at $55.3K in Q4 2024.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.