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Legacy Advisors’s American Electric Power AEP Stock Holding History

Legacy 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 		$240K Buy
+1,756
New +$231K 0.02% 290
2025
Q1 		$1.24M Buy
11,384
+4,262
+60% +$432K 0.13% 133
2024
Q4 		$657K Sell
7,122
-1
-0% -$97 0.06% 225
2024
Q3 		$731K Sell
7,123
-26
-0.4% -$2.54K 0.08% 197
2024
Q2 		$627K Buy
+7,149
New +$625K 0.08% 185
2019
Q3 		– Sell
-293
Closed -$26K – 118
2019
Q2 		$26K Hold
293
– – 0.02% 239
2019
Q1 		$25K Buy
+293
New +$23.3K 0.01% 258
2018
Q4 		– Sell
-293
Closed -$21K – 119
2018
Q3 		$21K Hold
293
– – 0.01% 293
2018
Q2 		$20K Hold
293
– – 0.01% 254
2018
Q1 		$20K Hold
293
– – 0.01% 215
2017
Q4 		$21K Sell
293
-56
-16% -$4.18K 0.02% 184
2017
Q3 		$24K Buy
349
+56
+19% +$3.99K 0.03% 150
2017
Q2 		$20K Hold
293
– – 0.03% 134
2017
Q1 		$19K Hold
293
– – 0.03% 129
2016
Q4 		$18K Buy
+293
New +$18.1K 0.02% 147

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

Legacy Advisors's AEP Position: Q2 2026 in Review

Legacy Advisors opened a new position in American Electric Power (AEP) in Q2 2026: 1,756 shares worth $240K. The stake represents 0.02% of the portfolio and ranks #290 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in AEP as recently as Q1 2025.

Legacy Advisors first reported a position in AEP in Q4 2016 and has held it in 15 quarters since. The position peaked at $1.24M in Q1 2025. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Legacy Advisors held 1,756 shares of American Electric Power worth $240K as of Q2 2026.
  • American Electric Power was a new Legacy Advisors position in Q2 2026.
  • American Electric Power made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #290 holding.
  • Legacy Advisors first reported a position in American Electric Power in Q4 2016 and has held it in 15 quarters since.
  • Legacy Advisors's American Electric Power position peaked at $1.24M in Q1 2025.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.