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

IBEX 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	$8.09M	Buy	59,104 +1,484	+3%	+$195K	0.63%	52
2026 Q1	$7.55M	Buy	57,620 +3,051	+6%	+$382K	0.7%	47
2025 Q4	$6.29M	Buy	54,569 +2,360	+5%	+$279K	0.62%	61
2025 Q3	$5.87M	Buy	+52,209	New	+$5.71M	0.56%	59
2024 Q3	–	Sell	-39,936	Closed	-$3.5M	–	73
2024 Q2	$3.5M	Buy	+39,936	New	+$3.49M	0.55%	59
2023 Q1	$3.83M	Buy	+42,120	New	+$3.85M	0.99%	38
2017 Q1	–	Sell	-68	Closed	-$4K	–	83
2016 Q4	$4K	Buy	+68	New	+$4.19K	﹤0.01%	385

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

IBEX Wealth Advisors's AEP Position: Q2 2026 in Review

IBEX Wealth Advisors increased its American Electric Power (AEP) stake by 2.6% in Q2 2026, buying an estimated $195K and bringing the position to 59,104 shares worth $8.09M. The position accounts for 0.63% of the portfolio, ranked #52.

IBEX Wealth Advisors first reported a position in AEP in Q4 2016 and has held it in 7 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

IBEX Wealth Advisors held 59,104 shares of American Electric Power worth $8.09M as of Q2 2026.
IBEX Wealth Advisors bought 1,484 American Electric Power shares in Q2 2026, an estimated $195K.
American Electric Power made up 0.63% of IBEX Wealth Advisors's portfolio in Q2 2026, its #52 holding.
IBEX Wealth Advisors first reported a position in American Electric Power in Q4 2016 and has held it in 7 quarters since.
1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.