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Operose Advisors’s American Electric Power AEP Stock Holding History

Operose 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 		$74.6K Sell
545
-171
-24% -$22.5K 0.01% 266
2026
Q1 		$93.9K Buy
716
+176
+33% +$22K 0.02% 229
2025
Q4 		$62.3K Hold
540
– – 0.01% 261
2025
Q3 		$60.8K Hold
540
– – 0.02% 241
2025
Q2 		$56K Buy
540
+300
+125% +$31.2K 0.02% 220
2025
Q1 		$26.2K Hold
240
– – 0.01% 261
2024
Q4 		$22.1K Sell
240
-502
-68% -$48.6K 0.01% 266
2024
Q3 		$76.1K Hold
742
– – 0.02% 220
2024
Q2 		$65.1K Hold
742
– – 0.02% 212
2024
Q1 		$63.9K Hold
742
– – 0.02% 226
2023
Q4 		$60.3K Sell
742
-259
-26% -$20.1K 0.02% 205
2023
Q3 		$75.3K Buy
1,001
+641
+178% +$52.2K 0.03% 244
2023
Q2 		$30.3K Hold
360
– – 0.01% 197
2023
Q1 		$32.8K Hold
360
– – 0.02% 184
2022
Q4 		$34.2K Hold
360
– – 0.02% 182
2022
Q3 		$31K Buy
360
+120
+50% +$11.9K 0.02% 185
2022
Q2 		$23K Hold
240
– – 0.02% 191
2022
Q1 		$24K Hold
240
– – 0.02% 196
2021
Q4 		$21K Buy
+240
New +$20.2K 0.02% 202

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 $3.38T AUM 44.17% 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

Operose Advisors's AEP Position: Q2 2026 in Review

Operose Advisors reduced its American Electric Power (AEP) stake by 24% in Q2 2026, selling an estimated $22.5K and leaving 545 shares worth $74.6K. The position accounts for 0.01% of the portfolio, ranked #266.

Operose Advisors first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $93.9K in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Operose Advisors held 545 shares of American Electric Power worth $74.6K as of Q2 2026.
  • Operose Advisors sold 171 American Electric Power shares in Q2 2026, an estimated $22.5K.
  • American Electric Power made up 0.01% of Operose Advisors's portfolio in Q2 2026, its #266 holding.
  • Operose Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's American Electric Power position peaked at $93.9K in Q1 2026.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.