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SageView Advisory Group’s American Electric Power AEP Stock Holding History

SageView 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 		$600K Sell
4,388
-454
-9% -$59.8K 0.02% 331
2026
Q1 		$635K Sell
4,842
-1,165
-19% -$146K 0.02% 304
2025
Q4 		$693K Sell
6,007
-219
-4% -$25.9K 0.02% 305
2025
Q3 		$701K Buy
6,226
+341
+6% +$37.3K 0.02% 319
2025
Q2 		$635K Buy
5,885
+136
+2% +$14.1K 0.02% 324
2025
Q1 		$628K Sell
5,749
-470
-8% -$47.6K 0.03% 298
2024
Q4 		$574K Sell
6,219
-455
-7% -$44K 0.02% 317
2024
Q3 		$685K Sell
6,674
-851
-11% -$83.1K 0.03% 251
2024
Q2 		$660K Sell
7,525
-3,426
-31% -$300K 0.03% 290
2024
Q1 		$943K Sell
10,951
-2,445
-18% -$199K 0.05% 208
2023
Q4 		$1.05M Sell
13,396
-1,131
-8% -$87.8K 0.05% 242
2023
Q3 		$1.09M Sell
14,527
-3,022
-17% -$246K 0.06% 199
2023
Q2 		$1.48M Buy
17,549
+713
+4% +$63K 0.08% 161
2023
Q1 		$1.53M Buy
16,836
+13,765
+448% +$1.26M 0.1% 138
2022
Q4 		$292K Buy
+3,071
New +$280K 0.02% 328

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

SageView Advisory Group's AEP Position: Q2 2026 in Review

SageView Advisory Group reduced its American Electric Power (AEP) stake by 9.4% in Q2 2026, selling an estimated $59.8K and leaving 4,388 shares worth $600K. The position accounts for 0.02% of the portfolio, ranked #331.

SageView Advisory Group first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.53M in Q1 2023. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • SageView Advisory Group held 4,388 shares of American Electric Power worth $600K as of Q2 2026.
  • SageView Advisory Group sold 454 American Electric Power shares in Q2 2026, an estimated $59.8K.
  • American Electric Power made up 0.02% of SageView Advisory Group's portfolio in Q2 2026, its #331 holding.
  • SageView Advisory Group first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
  • SageView Advisory Group's American Electric Power position peaked at $1.53M in Q1 2023.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.