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Savvy Advisors Inc’s American Electric Power AEP Stock Holding History

Savvy Advisors Inc’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 		$2.13M Buy
15,606
+2,199
+16% +$290K 0.05% 321
2026
Q1 		$1.76M Sell
13,407
-126
-0.9% -$15.8K 0.05% 294
2025
Q4 		$1.56M Buy
13,533
+5,310
+65% +$627K 0.05% 278
2025
Q3 		$925K Buy
8,223
+2,085
+34% +$228K 0.04% 282
2025
Q2 		$637K Buy
6,138
+658
+12% +$68.5K 0.04% 307
2025
Q1 		$599K Buy
5,480
+381
+7% +$38.6K 0.06% 258
2024
Q4 		$470K Buy
5,099
+815
+19% +$78.9K 0.06% 252
2024
Q3 		$440K Buy
4,284
+277
+7% +$27K 0.09% 199
2024
Q2 		$352K Buy
+4,007
New +$351K 0.11% 188

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

Savvy Advisors Inc's AEP Position: Q2 2026 in Review

Savvy Advisors Inc increased its American Electric Power (AEP) stake by 16% in Q2 2026, buying an estimated $290K and bringing the position to 15,606 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #321.

Savvy Advisors Inc first reported a position in AEP in Q2 2024 and has held it in 9 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Savvy Advisors Inc held 15,606 shares of American Electric Power worth $2.13M as of Q2 2026.
  • Savvy Advisors Inc bought 2,199 American Electric Power shares in Q2 2026, an estimated $290K.
  • American Electric Power made up 0.05% of Savvy Advisors Inc's portfolio in Q2 2026, its #321 holding.
  • Savvy Advisors Inc first reported a position in American Electric Power in Q2 2024 and has held it in 9 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.