RD Lewis Holdings’s American Electric Power AEP Stock Holding History

RD Lewis Holdings’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	$2.63M	Buy	21,437 +1,190	+6%	+$157K	1.95%	19
2026 Q1	$2.78M	Sell	20,247 -255	-1%	-$31.9K	2.41%	14
2025 Q4	$2.47M	Buy	20,502 +1,209	+6%	+$143K	2.11%	16
2025 Q3	$2.37M	Buy	19,293 +120	+0.6%	+$13.1K	2.22%	17
2025 Q2	$2.18M	Buy	19,173 +747	+4%	+$77.7K	2.2%	14
2025 Q1	$1.98M	Buy	18,426 +415	+2%	+$42K	2.25%	15
2024 Q4	$1.81M	Buy	+18,011	New	+$1.74M	1.99%	18

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

RD Lewis Holdings's AEP Position: Q2 2026 in Review

RD Lewis Holdings increased its American Electric Power (AEP) stake by 5.9% in Q2 2026, buying an estimated $157K and bringing the position to 21,437 shares worth $2.63M. The position accounts for 1.95% of the portfolio, ranked #19.

RD Lewis Holdings first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.78M in Q1 2026. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

RD Lewis Holdings held 21,437 shares of American Electric Power worth $2.63M as of Q2 2026.
RD Lewis Holdings bought 1,190 American Electric Power shares in Q2 2026, an estimated $157K.
American Electric Power made up 1.95% of RD Lewis Holdings's portfolio in Q2 2026, its #19 holding.
RD Lewis Holdings first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
RD Lewis Holdings's American Electric Power position peaked at $2.78M in Q1 2026.
1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on RD Lewis Holdings's 13F filing for Q2 2026, filed 12 Aug 2026.