Octavia Wealth Advisors’s American Electric Power AEP Stock Holding History

Octavia Wealth 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	$319K	Sell	2,332 -1,245	-35%	-$164K	0.03%	167
2026 Q1	$469K	Buy	3,577 +1,673	+88%	+$209K	0.04%	134
2025 Q4	$220K	Sell	1,904 -1,883	-50%	-$222K	0.02%	225
2025 Q3	$426K	Buy	+3,787	New	+$414K	0.04%	150
2025 Q2	–	Sell	-1,962	Closed	-$214K	–	232
2025 Q1	$214K	Buy	+1,962	New	+$199K	0.03%	212
2023 Q4	–	Sell	-3,976	Closed	-$299K	–	222
2023 Q3	$299K	Buy	+3,976	New	+$324K	0.06%	147

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

Octavia Wealth Advisors's AEP Position: Q2 2026 in Review

Octavia Wealth Advisors reduced its American Electric Power (AEP) stake by 35% in Q2 2026, selling an estimated $164K and leaving 2,332 shares worth $319K. The position accounts for 0.03% of the portfolio, ranked #167.

Octavia Wealth Advisors first reported a position in AEP in Q3 2023 and has held it in 6 quarters since. The position peaked at $469K in Q1 2026. 1,985 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Octavia Wealth Advisors held 2,332 shares of American Electric Power worth $319K as of Q2 2026.
Octavia Wealth Advisors sold 1,245 American Electric Power shares in Q2 2026, an estimated $164K.
American Electric Power made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #167 holding.
Octavia Wealth Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 6 quarters since.
Octavia Wealth Advisors's American Electric Power position peaked at $469K in Q1 2026.
1,985 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.