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Naviter Wealth’s American Electric Power AEP Stock Holding History

Naviter Wealth’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 		$206K Buy
+1,505
New +$198K 0.02% 291
2024
Q1 		– Sell
-8,430
Closed -$685K – 233
2023
Q4 		$685K Sell
8,430
-2,224
-21% -$173K 0.14% 162
2023
Q3 		$801K Buy
10,654
+2,457
+30% +$200K 0.19% 128
2023
Q2 		$690K Sell
8,197
-443
-5% -$39.1K 0.18% 143
2023
Q1 		$786K Buy
+8,640
New +$790K 0.28% 101

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

Naviter Wealth's AEP Position: Q2 2026 in Review

Naviter Wealth opened a new position in American Electric Power (AEP) in Q2 2026: 1,505 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #291 among its holdings. This is a return to the name: Naviter Wealth previously reported a position in AEP as recently as Q4 2023.

Naviter Wealth first reported a position in AEP in Q1 2023 and has held it in 5 quarters since. The position peaked at $801K in Q3 2023. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Naviter Wealth held 1,505 shares of American Electric Power worth $206K as of Q2 2026.
  • American Electric Power was a new Naviter Wealth position in Q2 2026.
  • American Electric Power made up 0.02% of Naviter Wealth's portfolio in Q2 2026, its #291 holding.
  • Naviter Wealth first reported a position in American Electric Power in Q1 2023 and has held it in 5 quarters since.
  • Naviter Wealth's American Electric Power position peaked at $801K in Q3 2023.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Naviter Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.