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Kestra Investment Management’s American Electric Power AEP Stock Holding History

Kestra Investment Management’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 		$219K Buy
+1,603
New +$211K ﹤0.01% 497
2025
Q2 		– Sell
-14
Closed -$1.53K – 728
2025
Q1 		$1.53K Sell
14
-363
-96% -$36.8K ﹤0.01% 781
2024
Q4 		$34.7K Buy
+377
New +$36.5K ﹤0.01% 612

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 $3.38T AUM 44.17% 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 Investment Management's AEP Position: Q2 2026 in Review

Kestra Investment Management opened a new position in American Electric Power (AEP) in Q2 2026: 1,603 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #497 among its holdings. This is a return to the name: Kestra Investment Management previously reported a position in AEP as recently as Q1 2025.

Kestra Investment Management first reported a position in AEP in Q4 2024 and has held it in 3 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Kestra Investment Management held 1,603 shares of American Electric Power worth $219K as of Q2 2026.
  • American Electric Power was a new Kestra Investment Management position in Q2 2026.
  • American Electric Power made up ﹤0.01% of Kestra Investment Management's portfolio in Q2 2026, its #497 holding.
  • Kestra Investment Management first reported a position in American Electric Power in Q4 2024 and has held it in 3 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Kestra Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.