Philadelphia Trust Company’s American Electric Power AEP Stock Holding History

Philadelphia Trust Company’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	$929K	Sell	6,793 -618	-8%	-$81.4K	0.06%	125
2026 Q1	$971K	Buy	7,411 +3,435	+86%	+$430K	0.07%	123
2025 Q4	$458K	Buy	3,976 +1,936	+95%	+$229K	0.03%	166
2025 Q3	$230K	Buy	+2,040	New	+$223K	0.02%	236
2019 Q3	–	Sell	-4,305	Closed	-$379K	–	197
2019 Q2	$379K	Buy	4,305 +265	+7%	+$22.8K	0.03%	174
2019 Q1	$338K	Hold	4,040	–	–	0.03%	173
2018 Q4	$302K	Buy	+4,040	New	+$303K	0.03%	156

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

Philadelphia Trust Company's AEP Position: Q2 2026 in Review

Philadelphia Trust Company reduced its American Electric Power (AEP) stake by 8.3% in Q2 2026, selling an estimated $81.4K and leaving 6,793 shares worth $929K. The position accounts for 0.06% of the portfolio, ranked #125.

Philadelphia Trust Company first reported a position in AEP in Q4 2018 and has held it in 7 quarters since. The position peaked at $971K in Q1 2026. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Philadelphia Trust Company held 6,793 shares of American Electric Power worth $929K as of Q2 2026.
Philadelphia Trust Company sold 618 American Electric Power shares in Q2 2026, an estimated $81.4K.
American Electric Power made up 0.06% of Philadelphia Trust Company's portfolio in Q2 2026, its #125 holding.
Philadelphia Trust Company first reported a position in American Electric Power in Q4 2018 and has held it in 7 quarters since.
Philadelphia Trust Company's American Electric Power position peaked at $971K in Q1 2026.
1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Philadelphia Trust Company's 13F filing for Q2 2026, filed 10 Aug 2026.