IMA Advisory Services’s American Electric Power AEP Stock Holding History

IMA Advisory Services’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	$47.6K	Buy	348 +130	+60%	+$17.1K	﹤0.01%	513
2026 Q1	$28.6K	Sell	218 -31	-12%	-$3.88K	﹤0.01%	280
2025 Q4	$28.7K	Buy	249 +50	+25%	+$5.91K	﹤0.01%	286
2025 Q3	$22.4K	Sell	199 -123	-38%	-$13.5K	﹤0.01%	291
2025 Q2	$33.4K	Buy	322 +4	+1%	+$416	﹤0.01%	250
2025 Q1	$34.7K	Buy	+318	New	+$32.2K	﹤0.01%	252
2024 Q4	–	Sell	-318	Closed	-$32.6K	–	171
2024 Q3	$32.6K	Buy	+318	New	+$31K	0.01%	200
2023 Q4	–	Sell	-368	Closed	-$27.7K	–	74
2023 Q3	$27.7K	Hold	368	–	–	0.01%	203
2023 Q2	$31K	Buy	368 +159	+76%	+$14K	0.01%	204
2023 Q1	$19K	Sell	209 -159	-43%	-$14.5K	﹤0.01%	215
2022 Q4	$34.9K	Hold	368	–	–	0.01%	197
2022 Q3	$32K	Hold	368	–	–	0.01%	198
2022 Q2	$35K	Buy	368 +50	+16%	+$4.96K	0.01%	201
2022 Q1	$32K	Hold	318	–	–	0.01%	178
2021 Q4	$28K	Hold	318	–	–	0.01%	191
2021 Q3	$26K	Hold	318	–	–	0.01%	181
2021 Q2	$27K	Hold	318	–	–	0.01%	175
2021 Q1	$27K	Hold	318	–	–	0.01%	178
2020 Q4	$26K	Hold	318	–	–	0.01%	165
2020 Q3	$26K	Hold	318	–	–	0.01%	165
2020 Q2	$25K	Hold	318	–	–	0.01%	167
2020 Q1	$25K	Sell	318 -26	-8%	-$2.46K	0.01%	171
2019 Q4	$32K	Hold	344	–	–	0.01%	164
2019 Q3	$32K	Buy	344 +1	+0.3%	+$91	0.01%	168
2019 Q2	$30K	Buy	+343	New	+$29.6K	0.01%	166

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

IMA Advisory Services's AEP Position: Q2 2026 in Review

IMA Advisory Services increased its American Electric Power (AEP) stake by 60% in Q2 2026, buying an estimated $17.1K and bringing the position to 348 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

IMA Advisory Services first reported a position in AEP in Q2 2019 and has held it in 25 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

IMA Advisory Services held 348 shares of American Electric Power worth $47.6K as of Q2 2026.
IMA Advisory Services bought 130 American Electric Power shares in Q2 2026, an estimated $17.1K.
American Electric Power made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #513 holding.
IMA Advisory Services first reported a position in American Electric Power in Q2 2019 and has held it in 25 quarters since.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.