IFS Advisors’s American Electric Power AEP Stock Holding History

IFS 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	$104K	Hold	759	–	–	0.05%	38
2026 Q1	$99.5K	Buy	759 +188	+33%	+$23.5K	0.05%	39
2025 Q4	$65.8K	Hold	571	–	–	0.03%	40
2025 Q3	$64.2K	Hold	571	–	–	0.04%	39
2025 Q2	$59.2K	Sell	571 -300	-34%	-$31.2K	0.04%	36
2025 Q1	$95.2K	Hold	871	–	–	0.08%	27
2024 Q4	$80.3K	Buy	871 +300	+53%	+$29K	0.06%	27
2024 Q3	$58.6K	Hold	571	–	–	0.05%	29
2024 Q2	$50.1K	Hold	571	–	–	0.04%	29
2024 Q1	$49.2K	Hold	571	–	–	0.04%	29
2023 Q4	$46.4K	Hold	571	–	–	0.06%	27
2023 Q3	$43K	Hold	571	–	–	0.08%	26
2023 Q2	$48.1K	Hold	571	–	–	0.12%	23
2023 Q1	$52K	Hold	571	–	–	0.21%	20
2022 Q4	$54.2K	Hold	571	–	–	0.09%	24
2022 Q3	$49K	Hold	571	–	–	0.09%	24
2022 Q2	$54K	Hold	571	–	–	0.14%	22
2022 Q1	$56K	Hold	571	–	–	0.05%	23
2021 Q4	$50K	Buy	+571	New	+$48.2K	0.04%	35
2021 Q1	–	Sell	-571	Closed	-$47K	–	26
2020 Q4	$47K	Buy	+571	New	+$49.6K	0.04%	47

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

IFS Advisors's AEP Position: Q2 2026 in Review

IFS Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 759 shares worth $104K. The position accounts for 0.05% of the portfolio, ranked #38.

IFS Advisors first reported a position in AEP in Q4 2020 and has held it in 20 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

IFS Advisors held 759 shares of American Electric Power worth $104K as of Q2 2026.
IFS Advisors left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.05% of IFS Advisors's portfolio in Q2 2026, its #38 holding.
IFS Advisors first reported a position in American Electric Power in Q4 2020 and has held it in 20 quarters since.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on IFS Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.