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

Phoenix 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	$364K	Buy	2,664 +176	+7%	+$23.2K	0.12%	102
2026 Q1	$326K	Hold	2,488	–	–	0.13%	102
2025 Q4	$287K	Buy	2,488 +176	+8%	+$20.8K	0.11%	110
2025 Q3	$260K	Hold	2,312	–	–	0.1%	117
2025 Q2	$240K	Hold	2,312	–	–	0.1%	115
2025 Q1	$253K	Sell	2,312 -9	-0.4%	-$912	0.11%	106
2024 Q4	$214K	Buy	+2,321	New	+$225K	0.09%	115
2022 Q3	–	Sell	-2,235	Closed	-$214K	–	108
2022 Q2	$214K	Hold	2,235	–	–	0.21%	103
2022 Q1	$234K	Buy	+2,235	New	+$204K	0.24%	85
2021 Q4	–	Sell	-2,235	Closed	-$181K	–	125
2021 Q3	$181K	Hold	2,235	–	–	0.14%	120
2021 Q2	$191K	Sell	2,235 -2,496	-53%	-$215K	0.14%	121
2021 Q1	$405K	Sell	4,731 -180	-4%	-$14.5K	0.32%	63
2020 Q4	$409K	Buy	+4,911	New	+$426K	0.31%	65

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

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

Phoenix Wealth Advisors increased its American Electric Power (AEP) stake by 7.1% in Q2 2026, buying an estimated $23.2K and bringing the position to 2,664 shares worth $364K. The position accounts for 0.12% of the portfolio, ranked #102.

Phoenix Wealth Advisors first reported a position in AEP in Q4 2020 and has held it in 13 quarters since. The position peaked at $409K in Q4 2020. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Phoenix Wealth Advisors held 2,664 shares of American Electric Power worth $364K as of Q2 2026.
Phoenix Wealth Advisors bought 176 American Electric Power shares in Q2 2026, an estimated $23.2K.
American Electric Power made up 0.12% of Phoenix Wealth Advisors's portfolio in Q2 2026, its #102 holding.
Phoenix Wealth Advisors first reported a position in American Electric Power in Q4 2020 and has held it in 13 quarters since.
Phoenix Wealth Advisors's American Electric Power position peaked at $409K in Q4 2020.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Phoenix Wealth Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.