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Lloyd Advisory Services’s American Electric Power AEP Stock Holding History

Lloyd Advisory Services’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 		$13.7K Sell
100
-302
-75% -$39.8K 0.01% 349
2026
Q1 		$52.7K Sell
402
-487
-55% -$60.9K 0.02% 271
2025
Q4 		$102K Buy
+889
New +$105K 0.04% 181
2024
Q2 		– Sell
-9,745
Closed -$839K – 96
2024
Q1 		$839K Buy
9,745
+6,652
+215% +$541K 0.18% 97
2023
Q4 		$251K Buy
+3,093
New +$240K 0.12% 108
2022
Q2 		– Sell
-2,048
Closed -$204K – 78
2022
Q1 		$204K Buy
2,048
+29
+1% +$2.65K 0.1% 90
2021
Q4 		$180K Buy
2,019
+32
+2% +$2.7K 0.08% 96
2021
Q3 		$161K Buy
1,987
+75
+4% +$6.55K 0.08% 94
2021
Q2 		$162K Buy
1,912
+395
+26% +$34K 0.08% 86
2021
Q1 		$128K Buy
1,517
+229
+18% +$18.5K 0.07% 90
2020
Q4 		$107K Buy
1,288
+251
+24% +$21.8K 0.06% 80
2020
Q3 		$85K Buy
1,037
+296
+40% +$24.4K 0.05% 82
2020
Q2 		$59K Buy
+741
New +$60.5K 0.04% 96
2020
Q1 		– Sell
-63
Closed -$6K – 266
2019
Q4 		$6K Buy
+63
New +$5.82K 0.01% 236

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 $3.38T AUM 44.17% 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

Lloyd Advisory Services's AEP Position: Q2 2026 in Review

Lloyd Advisory Services reduced its American Electric Power (AEP) stake by 75% in Q2 2026, selling an estimated $39.8K and leaving 100 shares worth $13.7K. The position accounts for 0.01% of the portfolio, ranked #349.

Lloyd Advisory Services first reported a position in AEP in Q4 2019 and has held it in 14 quarters since. The position peaked at $839K in Q1 2024. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Lloyd Advisory Services held 100 shares of American Electric Power worth $13.7K as of Q2 2026.
  • Lloyd Advisory Services sold 302 American Electric Power shares in Q2 2026, an estimated $39.8K.
  • American Electric Power made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #349 holding.
  • Lloyd Advisory Services first reported a position in American Electric Power in Q4 2019 and has held it in 14 quarters since.
  • Lloyd Advisory Services's American Electric Power position peaked at $839K in Q1 2024.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.