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Lifeworks Advisors’s American Electric Power AEP Stock Holding History

Lifeworks 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 		$365K Sell
2,666
-572
-18% -$75.4K 0.04% 242
2026
Q1 		$424K Sell
3,238
-114
-3% -$14.3K 0.05% 213
2025
Q4 		$386K Sell
3,352
-186
-5% -$22K 0.05% 237
2025
Q3 		$398K Buy
+3,538
New +$387K 0.05% 229
2025
Q2 		– Sell
-3,723
Closed -$407K – 313
2025
Q1 		$407K Buy
3,723
+541
+17% +$54.8K 0.07% 207
2024
Q4 		$293K Buy
+3,182
New +$308K 0.05% 238
2023
Q4 		– Sell
-2,997
Closed -$225K – 197
2023
Q3 		$225K Buy
+2,997
New +$244K 0.09% 170

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

Lifeworks Advisors's AEP Position: Q2 2026 in Review

Lifeworks Advisors reduced its American Electric Power (AEP) stake by 18% in Q2 2026, selling an estimated $75.4K and leaving 2,666 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #242.

Lifeworks Advisors first reported a position in AEP in Q3 2023 and has held it in 7 quarters since. The position peaked at $424K in Q1 2026. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Lifeworks Advisors held 2,666 shares of American Electric Power worth $365K as of Q2 2026.
  • Lifeworks Advisors sold 572 American Electric Power shares in Q2 2026, an estimated $75.4K.
  • American Electric Power made up 0.04% of Lifeworks Advisors's portfolio in Q2 2026, its #242 holding.
  • Lifeworks Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 7 quarters since.
  • Lifeworks Advisors's American Electric Power position peaked at $424K in Q1 2026.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Lifeworks Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.