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Innovative Asset Advisors Group’s American Electric Power AEP Stock Holding History

Innovative Asset Advisors Group’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 		$594K Sell
4,342
-569,027
-99% -$75M 0.26% 74
2026
Q1 		$573K Buy
+573,369
New +$71.7M 0.33% 59

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Innovative Asset Advisors Group's AEP Position: Q2 2026 in Review

Innovative Asset Advisors Group reduced its American Electric Power (AEP) stake by 99% in Q2 2026, selling an estimated $75M and leaving 4,342 shares worth $594K. The position accounts for 0.26% of the portfolio, ranked #74.

Innovative Asset Advisors Group first reported a position in AEP in Q1 2026 and has held it in 2 quarters since. 1,892 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Innovative Asset Advisors Group held 4,342 shares of American Electric Power worth $594K as of Q2 2026.
  • Innovative Asset Advisors Group sold 569,027 American Electric Power shares in Q2 2026, an estimated $75M.
  • American Electric Power made up 0.26% of Innovative Asset Advisors Group's portfolio in Q2 2026, its #74 holding.
  • Innovative Asset Advisors Group first reported a position in American Electric Power in Q1 2026 and has held it in 2 quarters since.
  • 1,892 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.