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

Powell 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	$918K	Hold	6,709	–	–	0.29%	51
2026 Q1	$879K	Hold	6,709	–	–	0.3%	50
2025 Q4	$774K	Hold	6,709	–	–	0.27%	57
2025 Q3	$755K	Hold	6,709	–	–	0.26%	58
2025 Q2	$696K	Hold	6,709	–	–	0.26%	59
2025 Q1	$733K	Hold	6,709	–	–	0.36%	43
2024 Q4	$619K	Hold	6,709	–	–	0.29%	54
2024 Q3	$688K	Sell	6,709 -64	-0.9%	-$6.25K	0.32%	49
2024 Q2	$594K	Buy	6,773 +65	+1%	+$5.69K	0.31%	51
2024 Q1	$578K	Hold	6,708	–	–	0.31%	51
2023 Q4	$545K	Hold	6,708	–	–	0.3%	55
2023 Q3	$505K	Sell	6,708 -255	-4%	-$20.7K	0.3%	56
2023 Q2	$586K	Hold	6,963	–	–	0.34%	50
2023 Q1	$634K	Hold	6,963	–	–	0.35%	49
2022 Q4	$661K	Sell	6,963 -701	-9%	-$63.8K	0.38%	46
2022 Q3	$663K	Hold	7,664	–	–	0.43%	33
2022 Q2	$735K	Hold	7,664	–	–	0.45%	29
2022 Q1	$765K	Hold	7,664	–	–	0.45%	34
2021 Q4	$682K	Hold	7,664	–	–	0.39%	37
2021 Q3	$622K	Hold	7,664	–	–	0.38%	39
2021 Q2	$648K	Hold	7,664	–	–	0.4%	34
2021 Q1	$649K	Sell	7,664 -255	-3%	-$20.6K	0.42%	32
2020 Q4	$659K	Hold	7,919	–	–	0.5%	28
2020 Q3	$647K	Hold	7,919	–	–	0.56%	29
2020 Q2	$631K	Hold	7,919	–	–	0.61%	31
2020 Q1	$633K	Hold	7,919	–	–	0.77%	23
2019 Q4	$748K	Buy	+7,919	New	+$732K	0.78%	21

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

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

Powell Investment Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 6,709 shares worth $918K. The position accounts for 0.29% of the portfolio, ranked #51.

Powell Investment Advisors first reported a position in AEP in Q4 2019 and has held it in 27 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Powell Investment Advisors held 6,709 shares of American Electric Power worth $918K as of Q2 2026.
Powell Investment Advisors left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.29% of Powell Investment Advisors's portfolio in Q2 2026, its #51 holding.
Powell Investment Advisors first reported a position in American Electric Power in Q4 2019 and has held it in 27 quarters since.
1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Powell Investment Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.