Marathon Strategic Advisors’s American Electric Power AEP Stock Holding History

Marathon Strategic 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	$961K	Hold	7,027	–	–	0.54%	22
2026 Q1	$921K	Hold	7,027	–	–	0.66%	23
2025 Q4	$810K	Hold	7,027	–	–	0.62%	26
2025 Q3	$791K	Buy	7,027 +3,005	+75%	+$329K	0.63%	25
2025 Q2	$417K	Hold	4,022	–	–	0.39%	33
2025 Q1	$439K	Hold	4,022	–	–	0.47%	25
2024 Q4	$371K	Sell	4,022 -3,005	-43%	-$291K	0.4%	30
2024 Q3	$721K	Buy	7,027 +3,005	+75%	+$293K	0.76%	22
2024 Q2	$353K	Hold	4,022	–	–	0.41%	29
2024 Q1	$346K	Buy	4,022 +34	+0.9%	+$2.76K	0.42%	18
2023 Q4	$324K	Buy	+3,988	New	+$310K	0.44%	26

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

Marathon Strategic Advisors's AEP Position: Q2 2026 in Review

Marathon Strategic Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 7,027 shares worth $961K. The position accounts for 0.54% of the portfolio, ranked #22.

Marathon Strategic Advisors first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Marathon Strategic Advisors held 7,027 shares of American Electric Power worth $961K as of Q2 2026.
Marathon Strategic Advisors left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.54% of Marathon Strategic Advisors's portfolio in Q2 2026, its #22 holding.
Marathon Strategic Advisors first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.