Icon Wealth Advisors
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
Q3 		$292K Sell
2,461
-21
-0.8% -$2.66K 0.02% 336
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Icon Wealth Advisors's AEP Position: Q3 2026 in Review

Icon Wealth Advisors reduced its American Electric Power (AEP) stake by 0.85% in Q3 2026, selling an estimated $2.66K and leaving 2,461 shares worth $292K. The position accounts for 0.02% of the portfolio, ranked #336.

Icon Wealth Advisors first reported a position in AEP in Q3 2022 and has held it in 14 quarters since. The position peaked at $340K in Q2 2026. 1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Icon Wealth Advisors held 2,461 shares of American Electric Power worth $292K as of Q3 2026.
  • Icon Wealth Advisors sold 21 American Electric Power shares in Q3 2026, an estimated $2.66K.
  • American Electric Power made up 0.02% of Icon Wealth Advisors's portfolio in Q3 2026, its #336 holding.
  • Icon Wealth Advisors first reported a position in American Electric Power in Q3 2022 and has held it in 14 quarters since.
  • Icon Wealth Advisors's American Electric Power position peaked at $340K in Q2 2026.
  • 1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Icon Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.