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Novare Capital Management’s American Electric Power AEP Stock Holding History

Novare Capital Management’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 		$445K Hold
3,250
– – 0.03% 159
2026
Q1 		$426K Buy
3,250
+61
+2% +$7.63K 0.03% 146
2025
Q4 		$368K Buy
3,189
+15
+0.5% +$1.77K 0.03% 156
2025
Q3 		$357K Buy
3,174
+226
+8% +$24.7K 0.03% 158
2025
Q2 		$306K Buy
2,948
+16
+0.5% +$1.67K 0.02% 162
2025
Q1 		$320K Buy
2,932
+15
+0.5% +$1.52K 0.03% 157
2024
Q4 		$269K Sell
2,917
-108
-4% -$10.5K 0.02% 169
2024
Q3 		$310K Buy
3,025
+15
+0.5% +$1.46K 0.03% 155
2024
Q2 		$264K Buy
3,010
+17
+0.6% +$1.49K 0.02% 161
2024
Q1 		$258K Buy
+2,993
New +$243K 0.02% 159
2020
Q4 		– Sell
-2,980
Closed -$244K – 144
2020
Q3 		$244K Sell
2,980
-58,232
-95% -$4.8M 0.03% 123
2020
Q2 		$4.88M Buy
61,212
+1,443
+2% +$118K 0.73% 65
2020
Q1 		$4.78M Sell
59,769
-343
-0.6% -$32.4K 0.84% 52
2019
Q4 		$5.68M Sell
60,112
-13
-0% -$1.2K 0.79% 60
2019
Q3 		$5.63M Buy
60,125
+90
+0.1% +$8.17K 0.84% 51
2019
Q2 		$5.28M Buy
+60,035
New +$5.17M 0.81% 56

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

Novare Capital Management's AEP Position: Q2 2026 in Review

Novare Capital Management held its American Electric Power (AEP) position steady in Q2 2026 at 3,250 shares worth $445K. The position accounts for 0.03% of the portfolio, ranked #159.

Novare Capital Management first reported a position in AEP in Q2 2019 and has held it in 16 quarters since. The position peaked at $5.68M in Q4 2019. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Novare Capital Management held 3,250 shares of American Electric Power worth $445K as of Q2 2026.
  • Novare Capital Management left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.03% of Novare Capital Management's portfolio in Q2 2026, its #159 holding.
  • Novare Capital Management first reported a position in American Electric Power in Q2 2019 and has held it in 16 quarters since.
  • Novare Capital Management's American Electric Power position peaked at $5.68M in Q4 2019.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Novare Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.