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Saranac Partners’s American Electric Power AEP Stock Holding History

Saranac Partners’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 		$207K Buy
+1,515
New +$200K 0.06% 117
2025
Q4 		– Sell
-1,120
Closed -$126K – 81
2025
Q3 		$126K Buy
+1,120
New +$123K 0.02% 233

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

Saranac Partners's AEP Position: Q2 2026 in Review

Saranac Partners opened a new position in American Electric Power (AEP) in Q2 2026: 1,515 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #117 among its holdings. This is a return to the name: Saranac Partners previously reported a position in AEP as recently as Q3 2025.

Saranac Partners first reported a position in AEP in Q3 2025 and has held it in 2 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Saranac Partners held 1,515 shares of American Electric Power worth $207K as of Q2 2026.
  • American Electric Power was a new Saranac Partners position in Q2 2026.
  • American Electric Power made up 0.06% of Saranac Partners's portfolio in Q2 2026, its #117 holding.
  • Saranac Partners first reported a position in American Electric Power in Q3 2025 and has held it in 2 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Saranac Partners's 13F filing for Q2 2026, filed 13 Aug 2026.