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Mutual Advisors’s American Electric Power AEP Stock Holding History

Mutual 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 		$2.11M Buy
15,416
+1,998
+15% +$263K 0.04% 410
2026
Q1 		$1.76M Buy
13,418
+183
+1% +$22.9K 0.04% 412
2025
Q4 		$1.53M Buy
13,235
+1,813
+16% +$214K 0.03% 430
2025
Q3 		$1.33M Buy
11,422
+722
+7% +$79K 0.03% 481
2025
Q2 		$1.17M Buy
10,700
+1,508
+16% +$157K 0.03% 445
2025
Q1 		$981K Sell
9,192
-853
-8% -$86.4K 0.03% 453
2024
Q4 		$973K Sell
10,045
-487
-5% -$47.1K 0.03% 484
2024
Q3 		$1.05M Sell
10,532
-77
-0.7% -$7.51K 0.03% 469
2024
Q2 		$1.03M Sell
10,609
-796
-7% -$69.6K 0.03% 481
2024
Q1 		$982K Buy
11,405
+1,272
+13% +$103K 0.03% 476
2023
Q4 		$823K Buy
10,133
+1,413
+16% +$110K 0.03% 510
2023
Q3 		$656K Buy
8,720
+982
+13% +$79.9K 0.03% 532
2023
Q2 		$652K Buy
7,738
+371
+5% +$32.8K 0.02% 556
2023
Q1 		$670K Buy
7,367
+1,522
+26% +$139K 0.03% 540
2022
Q4 		$555K Buy
5,845
+515
+10% +$46.9K 0.02% 555
2022
Q3 		$461K Buy
5,330
+985
+23% +$97.4K 0.02% 581
2022
Q2 		$417K Sell
4,345
-8
-0.2% -$793 0.03% 593
2022
Q1 		$434K Buy
4,353
+695
+19% +$63.5K 0.02% 613
2021
Q4 		$325K Buy
3,658
+3
+0.1% +$253 0.02% 712
2021
Q3 		$297K Buy
+3,655
New +$319K 0.02% 716
2020
Q4 		– Sell
-4,642
Closed -$379K – 736
2020
Q3 		$379K Sell
4,642
-3,223
-41% -$265K 0.03% 483
2020
Q2 		$626K Buy
+7,865
New +$642K 0.06% 327

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

Mutual Advisors's AEP Position: Q2 2026 in Review

Mutual Advisors increased its American Electric Power (AEP) stake by 15% in Q2 2026, buying an estimated $263K and bringing the position to 15,416 shares worth $2.11M. The position accounts for 0.04% of the portfolio, ranked #410.

Mutual Advisors first reported a position in AEP in Q2 2020 and has held it in 22 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Mutual Advisors held 15,416 shares of American Electric Power worth $2.11M as of Q2 2026.
  • Mutual Advisors bought 1,998 American Electric Power shares in Q2 2026, an estimated $263K.
  • American Electric Power made up 0.04% of Mutual Advisors's portfolio in Q2 2026, its #410 holding.
  • Mutual Advisors first reported a position in American Electric Power in Q2 2020 and has held it in 22 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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