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Purkiss Capital Advisors’s American Electric Power AEP Stock Holding History

Purkiss Capital 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 		$1.57M Buy
11,479
+391
+4% +$51.5K 0.6% 43
2026
Q1 		$1.45M Buy
11,088
+2,485
+29% +$311K 0.64% 42
2025
Q4 		$992K Sell
8,603
-490
-5% -$57.9K 0.47% 46
2025
Q3 		$1.02M Buy
9,093
+813
+10% +$89K 0.49% 48
2025
Q2 		$859K Buy
8,280
+3,876
+88% +$403K 0.48% 44
2025
Q1 		$481K Buy
4,404
+865
+24% +$87.6K 0.36% 52
2024
Q4 		$326K Buy
+3,539
New +$342K 0.28% 62

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

Purkiss Capital Advisors's AEP Position: Q2 2026 in Review

Purkiss Capital Advisors increased its American Electric Power (AEP) stake by 3.5% in Q2 2026, buying an estimated $51.5K and bringing the position to 11,479 shares worth $1.57M. The position accounts for 0.6% of the portfolio, ranked #43.

Purkiss Capital Advisors first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Purkiss Capital Advisors held 11,479 shares of American Electric Power worth $1.57M as of Q2 2026.
  • Purkiss Capital Advisors bought 391 American Electric Power shares in Q2 2026, an estimated $51.5K.
  • American Electric Power made up 0.6% of Purkiss Capital Advisors's portfolio in Q2 2026, its #43 holding.
  • Purkiss Capital Advisors first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Purkiss Capital Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.