PWA
AEP icon

Principia Wealth Advisory’s American Electric Power AEP Stock Holding History

Principia Wealth Advisory’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 		$9.58K Buy
70
+24
+52% +$3.16K ﹤0.01% 259
2026
Q1 		$6.03K Buy
46
+7
+18% +$876 ﹤0.01% 268
2025
Q4 		$4.5K Buy
39
+7
+22% +$827 ﹤0.01% 290
2025
Q3 		$3.6K Buy
32
+2
+7% +$219 ﹤0.01% 328
2025
Q2 		$3.11K Buy
30
+5
+20% +$520 ﹤0.01% 301
2025
Q1 		$2.56K Buy
25
+11
+79% +$1.11K ﹤0.01% 254
2024
Q4 		$1.29K Buy
+14
New +$1.35K ﹤0.01% 311

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 $3.37T AUM 44.26% 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

Principia Wealth Advisory's AEP Position: Q2 2026 in Review

Principia Wealth Advisory increased its American Electric Power (AEP) stake by 52% in Q2 2026, buying an estimated $3.16K and bringing the position to 70 shares worth $9.58K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Principia Wealth Advisory first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,977 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Principia Wealth Advisory held 70 shares of American Electric Power worth $9.58K as of Q2 2026.
  • Principia Wealth Advisory bought 24 American Electric Power shares in Q2 2026, an estimated $3.16K.
  • American Electric Power made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #259 holding.
  • Principia Wealth Advisory first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,977 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.