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

Kestra 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 		$17.9M Sell
130,740
-8,724
-6% -$1.15M 0.06% 345
2026
Q1 		$18.3M Buy
139,464
+23,279
+20% +$2.91M 0.07% 287
2025
Q4 		$13.4M Buy
116,185
+15,797
+16% +$1.87M 0.06% 339
2025
Q3 		$11.3M Buy
100,388
+44,450
+79% +$4.86M 0.05% 358
2025
Q2 		$5.8M Buy
55,938
+5,798
+12% +$603K 0.03% 569
2025
Q1 		$5.48M Sell
50,140
-3,203
-6% -$324K 0.03% 543
2024
Q4 		$4.92M Sell
53,343
-2,857
-5% -$276K 0.03% 587
2024
Q3 		$5.77M Sell
56,200
-788
-1% -$76.9K 0.03% 541
2024
Q2 		$5M Buy
56,988
+9,282
+19% +$812K 0.03% 594
2024
Q1 		$4.11M Buy
47,706
+2,290
+5% +$186K 0.03% 590
2023
Q4 		$3.69M Sell
45,416
-576
-1% -$44.7K 0.03% 555
2023
Q3 		$3.46M Sell
45,992
-1,308
-3% -$106K 0.03% 502
2023
Q2 		$3.98M Buy
47,300
+7,692
+19% +$679K 0.04% 441
2023
Q1 		$3.6M Sell
39,608
-17,007
-30% -$1.56M 0.04% 451
2022
Q4 		$5.38M Buy
56,615
+7,707
+16% +$702K 0.05% 410
2022
Q3 		$4.23M Sell
48,908
-11,440
-19% -$1.13M 0.05% 419
2022
Q2 		$5.79M Buy
60,348
+16,274
+37% +$1.61M 0.06% 332
2022
Q1 		$4.4M Sell
44,074
-904
-2% -$82.6K 0.05% 410
2021
Q4 		$4M Sell
44,978
-343
-0.8% -$28.9K 0.04% 430
2021
Q3 		$3.68M Buy
45,321
+1,469
+3% +$128K 0.04% 492
2021
Q2 		$3.71M Buy
43,852
+761
+2% +$65.5K 0.04% 445
2021
Q1 		$3.65M Sell
43,091
-547
-1% -$44.1K 0.05% 401
2020
Q4 		$3.56M Buy
43,638
+14,839
+52% +$1.29M 0.04% 421
2020
Q3 		$2.36M Buy
+28,799
New +$2.37M 0.04% 389

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

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

Kestra Advisory Services reduced its American Electric Power (AEP) stake by 6.3% in Q2 2026, selling an estimated $1.15M and leaving 130,740 shares worth $17.9M. The position accounts for 0.06% of the portfolio, ranked #345.

Kestra Advisory Services first reported a position in AEP in Q3 2020 and has held it in 24 quarters since. The position peaked at $18.3M in Q1 2026. 1,981 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Kestra Advisory Services held 130,740 shares of American Electric Power worth $17.9M as of Q2 2026.
  • Kestra Advisory Services sold 8,724 American Electric Power shares in Q2 2026, an estimated $1.15M.
  • American Electric Power made up 0.06% of Kestra Advisory Services's portfolio in Q2 2026, its #345 holding.
  • Kestra Advisory Services first reported a position in American Electric Power in Q3 2020 and has held it in 24 quarters since.
  • Kestra Advisory Services's American Electric Power position peaked at $18.3M in Q1 2026.
  • 1,981 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.