IWA
AEP icon

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

Icon 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 		$340K Buy
2,482
+735
+42% +$96.8K 0.02% 323
2026
Q1 		$235K Sell
1,747
-831
-32% -$104K 0.02% 359
2025
Q4 		$297K Sell
2,578
-97
-4% -$11.5K 0.02% 322
2025
Q3 		$301K Hold
2,675
– – 0.02% 313
2025
Q2 		$278K Buy
2,675
+768
+40% +$79.9K 0.02% 320
2025
Q1 		$208K Sell
1,907
-217
-10% -$22K 0.02% 347
2024
Q4 		$196K Buy
2,124
+991
+87% +$95.9K 0.02% 370
2024
Q3 		$116K Sell
1,133
-25
-2% -$2.44K 0.01% 447
2024
Q2 		$114K Sell
1,158
-1,017
-47% -$89K 0.01% 413
2024
Q1 		$187K Sell
2,175
-148
-6% -$12K 0.02% 353
2023
Q4 		$189K Buy
+2,323
New +$180K 0.02% 331
2022
Q4 		$246K Buy
2,592
+371
+17% +$33.8K 0.03% 282
2022
Q3 		$192K Buy
+2,221
New +$220K 0.02% 298

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

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

Icon Wealth Advisors increased its American Electric Power (AEP) stake by 42% in Q2 2026, buying an estimated $96.8K and bringing the position to 2,482 shares worth $340K. The position accounts for 0.02% of the portfolio, ranked #323.

Icon Wealth Advisors first reported a position in AEP in Q3 2022 and has held it in 13 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Icon Wealth Advisors held 2,482 shares of American Electric Power worth $340K as of Q2 2026.
  • Icon Wealth Advisors bought 735 American Electric Power shares in Q2 2026, an estimated $96.8K.
  • American Electric Power made up 0.02% of Icon Wealth Advisors's portfolio in Q2 2026, its #323 holding.
  • Icon Wealth Advisors first reported a position in American Electric Power in Q3 2022 and has held it in 13 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.