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Mount Yale Investment Advisors’s American Electric Power AEP Stock Holding History

Mount Yale Investment 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 		$3.68M Buy
26,893
+821
+3% +$108K 0.07% 274
2026
Q1 		$3.42M Buy
26,072
+977
+4% +$122K 0.08% 254
2025
Q4 		$2.89M Buy
25,095
+755
+3% +$89.2K 0.14% 151
2025
Q3 		$2.74M Buy
24,340
+23,247
+2,127% +$2.54M 0.19% 125
2025
Q2 		$113K Buy
+1,093
New +$114K 0.01% 628
2022
Q3 		– Sell
-5,768
Closed -$553K – 444
2022
Q2 		$553K Sell
5,768
-136
-2% -$13.5K 0.07% 271
2022
Q1 		$589K Buy
5,904
+927
+19% +$84.7K 0.06% 279
2021
Q4 		$443K Sell
4,977
-892
-15% -$75.2K 0.05% 312
2021
Q3 		$476K Sell
5,869
-95
-2% -$8.29K 0.05% 292
2021
Q2 		$505K Buy
5,964
+171
+3% +$14.7K 0.06% 265
2021
Q1 		$491K Sell
5,793
-139
-2% -$11.2K 0.06% 265
2020
Q4 		$494K Sell
5,932
-290
-5% -$25.2K 0.07% 255
2020
Q3 		$508K Buy
6,222
+861
+16% +$70.9K 0.07% 243
2020
Q2 		$427K Buy
5,361
+5
+0.1% +$408 0.08% 243
2020
Q1 		$428K Buy
5,356
+927
+21% +$87.7K 0.1% 205
2019
Q4 		$462K Buy
4,429
+501
+13% +$46.3K 0.08% 218
2019
Q3 		$348K Buy
3,928
+269
+7% +$24.4K 0.06% 251
2019
Q2 		$328K Buy
3,659
+56
+2% +$4.83K 0.06% 252
2019
Q1 		$302K Sell
3,603
-80
-2% -$6.36K 0.06% 255
2018
Q4 		$295K Sell
3,683
-385
-9% -$28.9K 0.06% 256
2018
Q3 		$306K Buy
+4,068
New +$289K 0.05% 247
2018
Q2 		– Sell
-55
Closed -$4K – 948
2018
Q1 		$4K Buy
+55
New +$3.7K ﹤0.01% 899

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

Mount Yale Investment Advisors's AEP Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its American Electric Power (AEP) stake by 3.1% in Q2 2026, buying an estimated $108K and bringing the position to 26,893 shares worth $3.68M. The position accounts for 0.07% of the portfolio, ranked #274.

Mount Yale Investment Advisors first reported a position in AEP in Q1 2018 and has held it in 22 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Mount Yale Investment Advisors held 26,893 shares of American Electric Power worth $3.68M as of Q2 2026.
  • Mount Yale Investment Advisors bought 821 American Electric Power shares in Q2 2026, an estimated $108K.
  • American Electric Power made up 0.07% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #274 holding.
  • Mount Yale Investment Advisors first reported a position in American Electric Power in Q1 2018 and has held it in 22 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.