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

Legacy Financial Independent 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 		$5.3M Sell
38,757
-6,701
-15% -$883K 2.49% 9
2026
Q1 		$5.96M Buy
+45,458
New +$5.69M 3.1% 6

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 Independent Advisors's AEP Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its American Electric Power (AEP) stake by 15% in Q2 2026, selling an estimated $883K and leaving 38,757 shares worth $5.3M. The position accounts for 2.49% of the portfolio, ranked #9.

Legacy Financial Independent Advisors first reported a position in AEP in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.96M in Q1 2026. 1,969 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Legacy Financial Independent Advisors held 38,757 shares of American Electric Power worth $5.3M as of Q2 2026.
  • Legacy Financial Independent Advisors sold 6,701 American Electric Power shares in Q2 2026, an estimated $883K.
  • American Electric Power made up 2.49% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #9 holding.
  • Legacy Financial Independent Advisors first reported a position in American Electric Power in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's American Electric Power position peaked at $5.96M in Q1 2026.
  • 1,969 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.