OneDigital Investment Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.68M | Sell |
12,251
-304
| -2% | -$40K | 0.01% | 564 |
|
|
2026
Q1 | $1.65M | Sell |
12,555
-661
| -5% | -$82.7K | 0.02% | 537 |
|
|
2025
Q4 | $1.52M | Buy |
13,216
+758
| +6% | +$89.5K | 0.01% | 539 |
|
|
2025
Q3 | $1.4M | Sell |
12,458
-611
| -5% | -$66.9K | 0.01% | 543 |
|
|
2025
Q2 | $1.36M | Buy |
13,069
+522
| +4% | +$54.3K | 0.02% | 542 |
|
|
2025
Q1 | $1.37M | Buy |
12,547
+694
| +6% | +$70.3K | 0.02% | 515 |
|
|
2024
Q4 | $1.09M | Sell |
11,853
-774
| -6% | -$74.9K | 0.01% | 607 |
|
|
2024
Q3 | $1.3M | Buy |
12,627
+426
| +3% | +$41.6K | 0.01% | 569 |
|
|
2024
Q2 | $1.07M | Buy |
12,201
+62
| +0.5% | +$5.42K | 0.01% | 594 |
|
|
2024
Q1 | $1.05M | Buy |
12,139
+568
| +5% | +$46.2K | 0.02% | 492 |
|
|
2023
Q4 | $940K | Sell |
11,571
-8,715
| -43% | -$676K | 0.02% | 501 |
|
|
2023
Q3 | $1.53M | Buy |
20,286
+9,873
| +95% | +$803K | 0.03% | 334 |
|
|
2023
Q2 | $877K | Sell |
10,413
-242
| -2% | -$21.4K | 0.02% | 443 |
|
|
2023
Q1 | $970K | Buy |
10,655
+575
| +6% | +$52.6K | 0.02% | 393 |
|
|
2022
Q4 | $957K | Buy |
10,080
+406
| +4% | +$37K | 0.03% | 365 |
|
|
2022
Q3 | $836K | Buy |
9,674
+2,516
| +35% | +$249K | 0.03% | 335 |
|
|
2022
Q2 | $687K | Sell |
7,158
-71
| -1% | -$7.04K | 0.03% | 343 |
|
|
2022
Q1 | $721K | Buy |
7,229
+386
| +6% | +$35.3K | 0.03% | 348 |
|
|
2021
Q4 | $609K | Buy |
6,843
+1,976
| +41% | +$167K | 0.02% | 384 |
|
|
2021
Q3 | $395K | Buy |
4,867
+311
| +7% | +$27.1K | 0.02% | 487 |
|
|
2021
Q2 | $385K | Buy |
4,556
+1,038
| +30% | +$89.4K | 0.02% | 485 |
|
|
2021
Q1 | $298K | Sell |
3,518
-9
| -0.3% | -$725 | 0.01% | 512 |
|
|
2020
Q4 | $294K | Sell |
3,527
-600
| -15% | -$52.1K | 0.02% | 492 |
|
|
2020
Q3 | $337K | Sell |
4,127
-539
| -12% | -$44.4K | 0.02% | 392 |
|
|
2020
Q2 | $372K | Buy |
4,666
+300
| +7% | +$24.5K | 0.03% | 382 |
|
|
2020
Q1 | $349K | Buy |
4,366
+400
| +10% | +$37.8K | 0.03% | 337 |
|
|
2019
Q4 | $375K | Sell |
3,966
-126
| -3% | -$11.6K | 0.03% | 362 |
|
|
2019
Q3 | $383K | Sell |
4,092
-168
| -4% | -$15.3K | 0.03% | 327 |
|
|
2019
Q2 | $375K | Buy |
4,260
+3,145
| +282% | +$271K | 0.03% | 297 |
|
|
2019
Q1 | $93K | Buy |
1,115
+180
| +19% | +$14.3K | 0.01% | 383 |
|
|
2018
Q4 | $70K | Buy |
935
+435
| +87% | +$32.6K | 0.01% | 395 |
|
|
2018
Q3 | $35K | Hold |
500
| – | – | 0.01% | 490 |
|
|
2018
Q2 | $35K | Hold |
500
| – | – | 0.01% | 604 |
|
|
2018
Q1 | $34K | Sell |
500
-144
| -22% | -$9.7K | 0.01% | 625 |
|
|
2017
Q4 | $47K | Sell |
644
-55
| -8% | -$4.11K | 0.01% | 531 |
|
|
2017
Q3 | $49K | Hold |
699
| – | – | 0.02% | 390 |
|
|
2017
Q2 | $49K | Buy |
+699
| New | +$48.6K | 0.01% | 480 |
|
Other funds holding AEP
OneDigital Investment Advisors's AEP Position: Q2 2026 in Review
OneDigital Investment Advisors reduced its American Electric Power (AEP) stake by 2.4% in Q2 2026, selling an estimated $40K and leaving 12,251 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #564.
OneDigital Investment Advisors first reported a position in AEP in Q2 2017 and has held it in 37 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.
- OneDigital Investment Advisors held 12,251 shares of American Electric Power worth $1.68M as of Q2 2026.
- OneDigital Investment Advisors sold 304 American Electric Power shares in Q2 2026, an estimated $40K.
- American Electric Power made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #564 holding.
- OneDigital Investment Advisors first reported a position in American Electric Power in Q2 2017 and has held it in 37 quarters since.
- 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.