Sequoia Financial Advisors’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $18.1M | Buy |
132,456
+5,142
| +4% | +$677K | 0.09% | 147 |
|
|
2026
Q1 | $16.7M | Buy |
127,314
+9,278
| +8% | +$1.16M | 0.09% | 150 |
|
|
2025
Q4 | $13.6M | Buy |
118,036
+11,126
| +10% | +$1.31M | 0.08% | 172 |
|
|
2025
Q3 | $12M | Buy |
106,910
+4,978
| +5% | +$545K | 0.07% | 178 |
|
|
2025
Q2 | $10.6M | Buy |
101,932
+9,185
| +10% | +$956K | 0.07% | 185 |
|
|
2025
Q1 | $10.1M | Sell |
92,747
-5,661
| -6% | -$573K | 0.08% | 189 |
|
|
2024
Q4 | $9.08M | Sell |
98,408
-4,688
| -5% | -$454K | 0.09% | 183 |
|
|
2024
Q3 | $10.6M | Buy |
103,096
+5,717
| +6% | +$558K | 0.11% | 146 |
|
|
2024
Q2 | $8.54M | Sell |
97,379
-12,142
| -11% | -$1.06M | 0.1% | 145 |
|
|
2024
Q1 | $9.43M | Sell |
109,521
-5,286
| -5% | -$430K | 0.12% | 143 |
|
|
2023
Q4 | $9.32M | Buy |
114,807
+92,213
| +408% | +$7.16M | 0.12% | 158 |
|
|
2023
Q3 | $1.7M | Buy |
22,594
+1,357
| +6% | +$110K | 0.03% | 248 |
|
|
2023
Q2 | $1.79M | Buy |
21,237
+2,248
| +12% | +$199K | 0.03% | 257 |
|
|
2023
Q1 | $1.73M | Buy |
18,989
+171
| +0.9% | +$15.6K | 0.04% | 235 |
|
|
2022
Q4 | $1.79M | Buy |
18,818
+5,634
| +43% | +$513K | 0.04% | 211 |
|
|
2022
Q3 | $1.14M | Sell |
13,184
-895
| -6% | -$88.5K | 0.04% | 206 |
|
|
2022
Q2 | $1.35M | Buy |
14,079
+109
| +0.8% | +$10.8K | 0.04% | 206 |
|
|
2022
Q1 | $1.39M | Sell |
13,970
-2,330
| -14% | -$213K | 0.03% | 220 |
|
|
2021
Q4 | $1.45M | Buy |
16,300
+12,757
| +360% | +$1.08M | 0.04% | 211 |
|
|
2021
Q3 | $288K | Sell |
3,543
-8,157
| -70% | -$712K | 0.03% | 208 |
|
|
2021
Q2 | $990K | Buy |
11,700
+4,578
| +64% | +$394K | 0.04% | 204 |
|
|
2021
Q1 | $603K | Buy |
7,122
+180
| +3% | +$14.5K | 0.03% | 232 |
|
|
2020
Q4 | $578K | Buy |
6,942
+562
| +9% | +$48.8K | 0.03% | 232 |
|
|
2020
Q3 | $521K | Sell |
6,380
-663
| -9% | -$54.6K | 0.03% | 221 |
|
|
2020
Q2 | $561K | Buy |
7,043
+81
| +1% | +$6.61K | 0.03% | 204 |
|
|
2020
Q1 | $557K | Buy |
6,962
+734
| +12% | +$69.4K | 0.04% | 181 |
|
|
2019
Q4 | $589K | Sell |
6,228
-1,555
| -20% | -$144K | 0.04% | 199 |
|
|
2019
Q3 | $729K | Sell |
7,783
-509
| -6% | -$46.2K | 0.05% | 156 |
|
|
2019
Q2 | $730K | Sell |
8,292
-398
| -5% | -$34.3K | 0.05% | 151 |
|
|
2019
Q1 | $728K | Buy |
8,690
+1,968
| +29% | +$157K | 0.06% | 148 |
|
|
2018
Q4 | $502K | Buy |
6,722
+53
| +0.8% | +$3.98K | 0.06% | 145 |
|
|
2018
Q3 | $473K | Sell |
6,669
-520
| -7% | -$37K | 0.05% | 165 |
|
|
2018
Q2 | $498K | Sell |
7,189
-960
| -12% | -$64.6K | 0.05% | 158 |
|
|
2018
Q1 | $559K | Buy |
8,149
+871
| +12% | +$58.6K | 0.06% | 152 |
|
|
2017
Q4 | $535K | Buy |
7,278
+955
| +15% | +$71.4K | 0.06% | 158 |
|
|
2017
Q3 | $444K | Buy |
6,323
+37
| +0.6% | +$2.64K | 0.05% | 164 |
|
|
2017
Q2 | $437K | Buy |
6,286
+17
| +0.3% | +$1.18K | 0.05% | 160 |
|
|
2017
Q1 | $421K | Hold |
6,269
| – | – | 0.05% | 156 |
|
|
2016
Q4 | $395K | Buy |
+6,269
| New | +$387K | 0.06% | 163 |
|
Other funds holding AEP
Sequoia Financial Advisors's AEP Position: Q2 2026 in Review
Sequoia Financial Advisors increased its American Electric Power (AEP) stake by 4% in Q2 2026, buying an estimated $677K and bringing the position to 132,456 shares worth $18.1M. The position accounts for 0.09% of the portfolio, ranked #147.
Sequoia Financial Advisors first reported a position in AEP in Q4 2016 and has held it in 39 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.
- Sequoia Financial Advisors held 132,456 shares of American Electric Power worth $18.1M as of Q2 2026.
- Sequoia Financial Advisors bought 5,142 American Electric Power shares in Q2 2026, an estimated $677K.
- American Electric Power made up 0.09% of Sequoia Financial Advisors's portfolio in Q2 2026, its #147 holding.
- Sequoia Financial Advisors first reported a position in American Electric Power in Q4 2016 and has held it in 39 quarters since.
- 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.
Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.