SIAG
AEP icon

Safeguard Investment Advisory Group’s American Electric Power AEP Stock Holding History

Safeguard Investment Advisory Group’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 		$372K Buy
2,721
+100
+4% +$13.2K 0.09% 110
2026
Q1 		$344K Sell
2,621
-107
-4% -$13.4K 0.09% 87
2025
Q4 		$315K Buy
2,728
+67
+3% +$7.91K 0.08% 98
2025
Q3 		$299K Buy
2,661
+189
+8% +$20.7K 0.07% 104
2025
Q2 		$256K Buy
2,472
+37
+2% +$3.85K 0.06% 115
2025
Q1 		$266K Buy
2,435
+21
+0.9% +$2.13K 0.07% 109
2024
Q4 		$223K Buy
2,414
+100
+4% +$9.68K 0.06% 101
2024
Q3 		$237K Sell
2,314
-3
-0.1% -$293 0.07% 94
2024
Q2 		$203K Buy
+2,317
New +$203K 0.06% 100
2021
Q1 		– Sell
-187
Closed -$15K – 92
2020
Q4 		$15K Buy
+187
New +$16.2K 0.01% 342

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

Safeguard Investment Advisory Group's AEP Position: Q2 2026 in Review

Safeguard Investment Advisory Group increased its American Electric Power (AEP) stake by 3.8% in Q2 2026, buying an estimated $13.2K and bringing the position to 2,721 shares worth $372K. The position accounts for 0.09% of the portfolio, ranked #110.

Safeguard Investment Advisory Group first reported a position in AEP in Q4 2020 and has held it in 10 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Safeguard Investment Advisory Group held 2,721 shares of American Electric Power worth $372K as of Q2 2026.
  • Safeguard Investment Advisory Group bought 100 American Electric Power shares in Q2 2026, an estimated $13.2K.
  • American Electric Power made up 0.09% of Safeguard Investment Advisory Group's portfolio in Q2 2026, its #110 holding.
  • Safeguard Investment Advisory Group first reported a position in American Electric Power in Q4 2020 and has held it in 10 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.