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

LGT 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	$138K	Buy	1,008 +6	+0.6%	+$790	0.73%	26
2026 Q1	$131K	Buy	1,002 +5	+0.5%	+$626	0.67%	23
2025 Q4	$115K	Buy	997 +6	+0.6%	+$709	0.7%	28
2025 Q3	$111K	Buy	991 +7	+0.7%	+$766	0.24%	80
2025 Q2	$102K	Buy	984 +6	+0.6%	+$624	0.26%	68
2025 Q1	$107K	Buy	978 +6	+0.6%	+$608	0.33%	68
2024 Q4	$89.6K	Buy	972 +8	+0.8%	+$774	0.2%	103
2024 Q3	$99K	Buy	964 +6	+0.6%	+$586	0.24%	74
2024 Q2	$84.1K	Sell	958 -1,419	-60%	-$124K	0.18%	98
2024 Q1	$205K	Buy	2,377 +8	+0.3%	+$650	0.24%	93
2023 Q4	$192K	Sell	2,369 -38	-2%	-$2.95K	0.24%	98
2023 Q3	$181K	Sell	2,407 -92	-4%	-$7.49K	0.23%	91
2023 Q2	$210K	Buy	2,499 +6	+0.2%	+$530	0.22%	114
2023 Q1	$227K	Sell	2,493 -634	-20%	-$58K	0.42%	75
2022 Q4	$297K	Buy	+3,127	New	+$285K	0.35%	64

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LGT Financial Advisors's AEP Position: Q2 2026 in Review

LGT Financial Advisors increased its American Electric Power (AEP) stake by 0.6% in Q2 2026, buying an estimated $790 and bringing the position to 1,008 shares worth $138K. The position accounts for 0.73% of the portfolio, ranked #26.

LGT Financial Advisors first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $297K in Q4 2022. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

LGT Financial Advisors held 1,008 shares of American Electric Power worth $138K as of Q2 2026.
LGT Financial Advisors bought 6 American Electric Power shares in Q2 2026, an estimated $790.
American Electric Power made up 0.73% of LGT Financial Advisors's portfolio in Q2 2026, its #26 holding.
LGT Financial Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
LGT Financial Advisors's American Electric Power position peaked at $297K in Q4 2022.
1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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