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Kingswood Wealth Advisors’s American Electric Power AEP Stock Holding History

Kingswood Wealth 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 		$2.27M Buy
16,620
+906
+6% +$119K 0.09% 231
2026
Q1 		$2.06M Buy
15,714
+431
+3% +$53.9K 0.1% 234
2025
Q4 		$1.76M Buy
15,283
+2,789
+22% +$329K 0.09% 241
2025
Q3 		$1.41M Buy
12,494
+8,370
+203% +$916K 0.09% 244
2025
Q2 		$428K Buy
4,124
+793
+24% +$82.5K 0.03% 459
2025
Q1 		$364K Buy
3,331
+430
+15% +$43.6K 0.03% 483
2024
Q4 		$268K Sell
2,901
-9,174
-76% -$888K 0.02% 647
2024
Q3 		$1.24M Buy
12,075
+7,568
+168% +$739K 0.09% 253
2024
Q2 		$395K Buy
4,507
+895
+25% +$78.3K 0.04% 445
2024
Q1 		$311K Sell
3,612
-239
-6% -$19.4K 0.04% 465
2023
Q4 		$313K Sell
3,851
-8,844
-70% -$686K 0.04% 463
2023
Q3 		$955K Buy
+12,695
New +$1.03M 0.16% 148

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

Kingswood Wealth Advisors's AEP Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its American Electric Power (AEP) stake by 5.8% in Q2 2026, buying an estimated $119K and bringing the position to 16,620 shares worth $2.27M. The position accounts for 0.09% of the portfolio, ranked #231.

Kingswood Wealth Advisors first reported a position in AEP in Q3 2023 and has held it in 12 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Kingswood Wealth Advisors held 16,620 shares of American Electric Power worth $2.27M as of Q2 2026.
  • Kingswood Wealth Advisors bought 906 American Electric Power shares in Q2 2026, an estimated $119K.
  • American Electric Power made up 0.09% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #231 holding.
  • Kingswood Wealth Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 12 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.