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

Provenance 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	$80K	Buy	585 +5	+0.9%	+$659	0.01%	199
2026 Q1	$76K	Hold	580	–	–	0.01%	180
2025 Q4	$66.9K	Hold	580	–	–	0.01%	187
2025 Q3	$65.3K	Hold	580	–	–	0.01%	196
2025 Q2	$60.2K	Sell	580 -1,210	-68%	-$126K	0.01%	199
2025 Q1	$196K	Sell	1,790 -1,041	-37%	-$105K	0.03%	134
2024 Q4	$261K	Sell	2,831 -9,302	-77%	-$900K	0.03%	127
2024 Q3	$1.24M	Sell	12,133 -44	-0.4%	-$4.29K	0.16%	53
2024 Q2	$1.07M	Buy	12,177 +60	+0.5%	+$5.25K	0.15%	59
2024 Q1	$1.04M	Buy	12,117 +345	+3%	+$28K	0.15%	62
2023 Q4	$956K	Buy	11,772 +365	+3%	+$28.3K	0.13%	66
2023 Q3	$858K	Buy	+11,407	New	+$928K	0.14%	60

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

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

Provenance Wealth Advisors increased its American Electric Power (AEP) stake by 0.86% in Q2 2026, buying an estimated $659 and bringing the position to 585 shares worth $80K. The position accounts for 0.01% of the portfolio, ranked #199.

Provenance Wealth Advisors first reported a position in AEP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.24M in Q3 2024. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Provenance Wealth Advisors held 585 shares of American Electric Power worth $80K as of Q2 2026.
Provenance Wealth Advisors bought 5 American Electric Power shares in Q2 2026, an estimated $659.
American Electric Power made up 0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #199 holding.
Provenance Wealth Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 12 quarters since.
Provenance Wealth Advisors's American Electric Power position peaked at $1.24M in Q3 2024.
1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.