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Perennial Investment Advisors’s American Electric Power AEP Stock Holding History

Perennial Investment 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 		$411K Buy
+3,006
New +$396K 0.03% 363
2026
Q1 		– Sell
-1,821
Closed -$210K – 513
2025
Q4 		$210K Buy
+1,821
New +$215K 0.02% 457

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

Perennial Investment Advisors's AEP Position: Q2 2026 in Review

Perennial Investment Advisors opened a new position in American Electric Power (AEP) in Q2 2026: 3,006 shares worth $411K. The stake represents 0.03% of the portfolio and ranks #363 among its holdings. This is a return to the name: Perennial Investment Advisors previously reported a position in AEP as recently as Q4 2025.

Perennial Investment Advisors first reported a position in AEP in Q4 2025 and has held it in 2 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Perennial Investment Advisors held 3,006 shares of American Electric Power worth $411K as of Q2 2026.
  • American Electric Power was a new Perennial Investment Advisors position in Q2 2026.
  • American Electric Power made up 0.03% of Perennial Investment Advisors's portfolio in Q2 2026, its #363 holding.
  • Perennial Investment Advisors first reported a position in American Electric Power in Q4 2025 and has held it in 2 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.