Interactive Financial Advisors’s American Electric Power AEP Stock Holding History

Interactive Financial 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	$479K	Hold	3,500	–	–	0.29%	50
2026 Q1	$459K	Hold	3,500	–	–	0.3%	50
2025 Q4	$404K	Hold	3,500	–	–	0.26%	54
2025 Q3	$394K	Hold	3,500	–	–	0.21%	59
2025 Q2	$363K	Hold	3,500	–	–	0.18%	67
2025 Q1	$382K	Hold	3,500	–	–	0.2%	64
2024 Q4	$323K	Hold	3,500	–	–	0.17%	74
2024 Q3	$359K	Hold	3,500	–	–	0.18%	72
2024 Q2	$307K	Hold	3,500	–	–	0.17%	74
2024 Q1	$301K	Sell	3,500 -2,153	-38%	-$175K	0.17%	73
2023 Q4	$559K	Buy	5,653 +2,153	+62%	+$167K	0.3%	49
2023 Q3	$263K	Hold	3,500	–	–	0.18%	74
2023 Q2	$295K	Hold	3,500	–	–	0.2%	73
2023 Q1	$318K	Hold	3,500	–	–	0.2%	65
2022 Q4	$332K	Hold	3,500	–	–	0.2%	71
2022 Q3	$303K	Hold	3,500	–	–	0.18%	75
2022 Q2	$336K	Hold	3,500	–	–	0.17%	61
2022 Q1	$349K	Hold	3,500	–	–	0.16%	72
2021 Q4	$311K	Hold	3,500	–	–	0.12%	73
2021 Q3	$284K	Hold	3,500	–	–	0.12%	76
2021 Q2	$296K	Hold	3,500	–	–	0.12%	73
2021 Q1	$296K	Hold	3,500	–	–	0.12%	73
2020 Q4	$291K	Hold	3,500	–	–	0.13%	71
2020 Q3	$286K	Hold	3,500	–	–	0.14%	62
2020 Q2	$279K	Hold	3,500	–	–	0.14%	58
2020 Q1	$280K	Hold	3,500	–	–	0.25%	32
2019 Q4	$331K	Hold	3,500	–	–	0.15%	65
2019 Q3	$328K	Hold	3,500	–	–	0.15%	58
2019 Q2	$308K	Hold	3,500	–	–	0.14%	63
2019 Q1	$293K	Buy	+3,500	New	+$278K	0.14%	52

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

Interactive Financial Advisors's AEP Position: Q2 2026 in Review

Interactive Financial Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 3,500 shares worth $479K. The position accounts for 0.29% of the portfolio, ranked #50.

Interactive Financial Advisors first reported a position in AEP in Q1 2019 and has held it in 30 quarters since. The position peaked at $559K in Q4 2023. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Interactive Financial Advisors held 3,500 shares of American Electric Power worth $479K as of Q2 2026.
Interactive Financial Advisors left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.29% of Interactive Financial Advisors's portfolio in Q2 2026, its #50 holding.
Interactive Financial Advisors first reported a position in American Electric Power in Q1 2019 and has held it in 30 quarters since.
Interactive Financial Advisors's American Electric Power position peaked at $559K in Q4 2023.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Interactive Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.