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Kestra Private Wealth Services’s American Electric Power AEP Stock Holding History

Kestra Private Wealth 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 		$7.77M Buy
56,760
+514
+0.9% +$67.7K 0.09% 247
2026
Q1 		$7.37M Buy
56,246
+5,710
+11% +$714K 0.09% 246
2025
Q4 		$5.83M Buy
50,536
+554
+1% +$65.4K 0.07% 281
2025
Q3 		$5.62M Sell
49,982
-1,119
-2% -$122K 0.07% 274
2025
Q2 		$5.3M Buy
51,101
+4,840
+10% +$504K 0.08% 263
2025
Q1 		$5.05M Buy
46,261
+1,851
+4% +$188K 0.08% 247
2024
Q4 		$4.1M Sell
44,410
-1,098
-2% -$106K 0.07% 280
2024
Q3 		$4.67M Sell
45,508
-1,219
-3% -$119K 0.09% 235
2024
Q2 		$4.1M Buy
46,727
+888
+2% +$77.7K 0.08% 245
2024
Q1 		$3.95M Buy
45,839
+4,203
+10% +$342K 0.09% 241
2023
Q4 		$3.38M Buy
41,636
+3,572
+9% +$277K 0.09% 244
2023
Q3 		$2.86M Buy
38,064
+10,111
+36% +$823K 0.09% 242
2023
Q2 		$2.35M Buy
27,953
+1,980
+8% +$175K 0.08% 265
2023
Q1 		$2.36M Buy
25,973
+1,818
+8% +$166K 0.09% 233
2022
Q4 		$2.29M Sell
24,155
-3,897
-14% -$355K 0.12% 206
2022
Q3 		$2.42M Buy
28,052
+2,027
+8% +$200K 0.14% 169
2022
Q2 		$2.5M Buy
26,025
+153
+0.6% +$15.2K 0.14% 172
2022
Q1 		$2.58M Buy
25,872
+2,148
+9% +$196K 0.13% 176
2021
Q4 		$2.11M Buy
23,724
+223
+0.9% +$18.8K 0.1% 213
2021
Q3 		$1.91M Buy
23,501
+286
+1% +$25K 0.11% 207
2021
Q2 		$1.96M Buy
23,215
+5,091
+28% +$438K 0.12% 194
2021
Q1 		$1.53M Sell
18,124
-717
-4% -$57.8K 0.11% 210
2020
Q4 		$1.54M Buy
18,841
+498
+3% +$43.2K 0.11% 198
2020
Q3 		$1.5M Buy
+18,343
New +$1.51M 0.13% 174

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 Private Wealth Services's AEP Position: Q2 2026 in Review

Kestra Private Wealth Services increased its American Electric Power (AEP) stake by 0.91% in Q2 2026, buying an estimated $67.7K and bringing the position to 56,760 shares worth $7.77M. The position accounts for 0.09% of the portfolio, ranked #247.

Kestra Private Wealth Services first reported a position in AEP in Q3 2020 and has held it in 24 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Kestra Private Wealth Services held 56,760 shares of American Electric Power worth $7.77M as of Q2 2026.
  • Kestra Private Wealth Services bought 514 American Electric Power shares in Q2 2026, an estimated $67.7K.
  • American Electric Power made up 0.09% of Kestra Private Wealth Services's portfolio in Q2 2026, its #247 holding.
  • Kestra Private Wealth Services first reported a position in American Electric Power in Q3 2020 and has held it in 24 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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