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Legacy Financial Advisors’s American Electric Power AEP Stock Holding History

Legacy Financial 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 		$448K Buy
3,272
+52
+2% +$6.85K 0.05% 260
2026
Q1 		$422K Sell
3,220
-138
-4% -$17.3K 0.06% 262
2025
Q4 		$387K Buy
3,358
+543
+19% +$64.1K 0.05% 265
2025
Q3 		$317K Buy
2,815
+816
+41% +$89.3K 0.04% 310
2025
Q2 		$207K Sell
1,999
-50
-2% -$5.2K 0.03% 329
2025
Q1 		$224K Buy
+2,049
New +$208K 0.04% 329
2019
Q2 		– Sell
-400
Closed -$34K – 133
2019
Q1 		$34K Buy
400
+49
+14% +$3.9K 0.01% 343
2018
Q4 		$26K Buy
351
+51
+17% +$3.83K 0.01% 354
2018
Q3 		$21K Hold
300
– – 0.01% 363
2018
Q2 		$21K Hold
300
– – 0.01% 364
2018
Q1 		$20K Sell
300
-70
-19% -$4.71K 0.01% 365
2017
Q4 		$27K Buy
+370
New +$27.6K 0.01% 319

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 Financial Advisors's AEP Position: Q2 2026 in Review

Legacy Financial Advisors increased its American Electric Power (AEP) stake by 1.6% in Q2 2026, buying an estimated $6.85K and bringing the position to 3,272 shares worth $448K. The position accounts for 0.05% of the portfolio, ranked #260.

Legacy Financial Advisors first reported a position in AEP in Q4 2017 and has held it in 12 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Legacy Financial Advisors held 3,272 shares of American Electric Power worth $448K as of Q2 2026.
  • Legacy Financial Advisors bought 52 American Electric Power shares in Q2 2026, an estimated $6.85K.
  • American Electric Power made up 0.05% of Legacy Financial Advisors's portfolio in Q2 2026, its #260 holding.
  • Legacy Financial Advisors first reported a position in American Electric Power in Q4 2017 and has held it in 12 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.