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

Opal 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 		$475K Buy
3,470
+828
+31% +$109K 0.1% 110
2026
Q1 		$346K Sell
2,642
-470
-15% -$58.8K 0.08% 130
2025
Q4 		$359K Buy
3,112
+158
+5% +$18.7K 0.09% 135
2025
Q3 		$332K Sell
2,954
-2
-0.1% -$219 0.09% 133
2025
Q2 		$307K Buy
2,956
+1,632
+123% +$170K 0.09% 133
2025
Q1 		$145K Buy
+1,324
New +$134K 0.04% 221
2024
Q3 		– Sell
-545
Closed -$47.8K – 207
2024
Q2 		$47.8K Buy
+545
New +$47.7K 0.02% 362

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

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

Opal Wealth Advisors increased its American Electric Power (AEP) stake by 31% in Q2 2026, buying an estimated $109K and bringing the position to 3,470 shares worth $475K. The position accounts for 0.1% of the portfolio, ranked #110.

Opal Wealth Advisors first reported a position in AEP in Q2 2024 and has held it in 7 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Opal Wealth Advisors held 3,470 shares of American Electric Power worth $475K as of Q2 2026.
  • Opal Wealth Advisors bought 828 American Electric Power shares in Q2 2026, an estimated $109K.
  • American Electric Power made up 0.1% of Opal Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Opal Wealth Advisors first reported a position in American Electric Power in Q2 2024 and has held it in 7 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.