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

Investment 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 		$393K Buy
2,873
+69
+2% +$9.09K 0.11% 87
2026
Q1 		$368K Buy
2,804
+106
+4% +$13.3K 0.12% 87
2025
Q4 		$311K Buy
2,698
+229
+9% +$27K 0.1% 91
2025
Q3 		$278K Sell
2,469
-214
-8% -$23.4K 0.09% 101
2025
Q2 		$278K Buy
2,683
+264
+11% +$27.5K 0.09% 101
2025
Q1 		$264K Buy
2,419
+6
+0.2% +$608 0.1% 101
2024
Q4 		$223K Buy
2,413
+198
+9% +$19.2K 0.08% 110
2024
Q3 		$227K Buy
+2,215
New +$216K 0.08% 112

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Investment Advisory Services increased its American Electric Power (AEP) stake by 2.5% in Q2 2026, buying an estimated $9.09K and bringing the position to 2,873 shares worth $393K. The position accounts for 0.11% of the portfolio, ranked #87.

Investment Advisory Services first reported a position in AEP in Q3 2024 and has held it in 8 quarters since. 1,981 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Investment Advisory Services held 2,873 shares of American Electric Power worth $393K as of Q2 2026.
  • Investment Advisory Services bought 69 American Electric Power shares in Q2 2026, an estimated $9.09K.
  • American Electric Power made up 0.11% of Investment Advisory Services's portfolio in Q2 2026, its #87 holding.
  • Investment Advisory Services first reported a position in American Electric Power in Q3 2024 and has held it in 8 quarters since.
  • 1,981 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Investment Advisory Services's 13F filing for Q2 2026, filed 14 Jul 2026.