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

Realta 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 		– Sell
-1,542
Closed -$202K – 379
2026
Q1 		$202K Buy
+1,542
New +$193K 0.07% 194
2024
Q4 		– Sell
-2,071
Closed -$205K – 341
2024
Q3 		$205K Sell
2,071
-2,169
-51% -$212K 0.09% 178
2024
Q2 		$372K Buy
4,240
+22
+0.5% +$1.93K 0.07% 278
2024
Q1 		$363K Buy
4,218
+57
+1% +$4.63K 0.07% 287
2023
Q4 		$338K Sell
4,161
-556
-12% -$43.2K 0.08% 292
2023
Q3 		$397K Hold
4,717
– – 0.09% 242
2023
Q2 		$397K Sell
4,717
-126
-3% -$11.1K 0.09% 252
2023
Q1 		$441K Sell
4,843
-319
-6% -$29.2K 0.11% 223
2022
Q4 		$490K Buy
5,162
+330
+7% +$30K 0.12% 209
2022
Q3 		$418K Sell
4,832
-313
-6% -$30.9K 0.11% 219
2022
Q2 		$504K Sell
5,145
-301
-6% -$29.8K 0.12% 187
2022
Q1 		$543K Buy
5,446
+216
+4% +$19.7K 0.11% 205
2021
Q4 		$465K Buy
5,230
+314
+6% +$26.5K 0.1% 227
2021
Q3 		$399K Buy
4,916
+348
+8% +$30.4K 0.09% 245
2021
Q2 		$386K Buy
4,568
+86
+2% +$7.41K 0.09% 245
2021
Q1 		$380K Buy
+4,482
New +$361K 0.1% 243
2020
Q1 		– Sell
-501
Closed -$47K – 314
2019
Q4 		$47K Buy
501
+116
+30% +$10.7K 0.01% 677
2019
Q3 		$37K Sell
385
-1,474
-79% -$134K 0.01% 747
2019
Q2 		$163K Buy
1,859
+1,618
+671% +$139K 0.05% 377
2019
Q1 		$21K Buy
+241
New +$19.2K 0.01% 742

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 $3.38T AUM 44.17% 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

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

Realta Investment Advisors sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 1,542 shares — an estimated $202K sold.

Realta Investment Advisors first reported a position in AEP in Q1 2019 and held it in 20 quarters. The position peaked at $543K in Q1 2022. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Realta Investment Advisors reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Realta Investment Advisors sold 1,542 American Electric Power shares in Q2 2026, an estimated $202K.
  • Realta Investment Advisors first reported a position in American Electric Power in Q1 2019 and held it in 20 quarters.
  • Realta Investment Advisors's American Electric Power position peaked at $543K in Q1 2022.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.