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Lugano Financial Advisors SA (LFA)’s American Electric Power AEP Stock Holding History

Lugano Financial Advisors SA (LFA)’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 		$193K Hold
1,412
– – 0.12% 86
2026
Q1 		$185K Hold
1,412
– – 0.09% 85
2025
Q4 		$163K Hold
1,412
– – 0.08% 91
2025
Q3 		$159K Buy
1,412
+90
+7% +$9.85K 0.08% 90
2025
Q2 		$137K Buy
1,322
+575
+77% +$59.8K 0.08% 98
2025
Q1 		$81.6K Sell
747
-561
-43% -$56.8K 0.06% 113
2024
Q4 		$121K Hold
1,308
– – 0.08% 103
2024
Q3 		$134K Buy
1,308
+183
+16% +$17.9K 0.09% 98
2024
Q2 		$98.7K Hold
1,125
– – 0.08% 106
2024
Q1 		$96.9K Buy
1,125
+996
+772% +$81K 0.07% 110
2023
Q4 		$10.5K Buy
+129
New +$10K 0.01% 158

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

Lugano Financial Advisors SA (LFA)'s AEP Position: Q2 2026 in Review

Lugano Financial Advisors SA (LFA) held its American Electric Power (AEP) position steady in Q2 2026 at 1,412 shares worth $193K. The position accounts for 0.12% of the portfolio, ranked #86.

Lugano Financial Advisors SA (LFA) first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Lugano Financial Advisors SA (LFA) held 1,412 shares of American Electric Power worth $193K as of Q2 2026.
  • Lugano Financial Advisors SA (LFA) left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.12% of Lugano Financial Advisors SA (LFA)'s portfolio in Q2 2026, its #86 holding.
  • Lugano Financial Advisors SA (LFA) first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Lugano Financial Advisors SA (LFA)'s 13F filing for Q2 2026, filed 28 Jul 2026.