Silver Oak Advisory Group’s American Electric Power AEP Stock Holding History

Silver Oak 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	$235K	Hold	1,725	–	–	0.09%	76
2026 Q1	$226K	Buy	+1,725	New	+$216K	0.1%	73
2023 Q2	–	Sell	-2,499	Closed	-$227K	–	56
2023 Q1	$227K	Hold	2,499	–	–	0.15%	53
2022 Q4	$237K	Hold	2,499	–	–	0.17%	48
2022 Q3	$216K	Hold	2,499	–	–	0.16%	49
2022 Q2	$240K	Sell	2,499 -146	-6%	-$14.5K	0.17%	47
2022 Q1	$264K	Hold	2,645	–	–	0.17%	47
2021 Q4	$235K	Buy	+2,645	New	+$223K	0.15%	56

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Silver Oak Advisory Group's AEP Position: Q2 2026 in Review

Silver Oak Advisory Group held its American Electric Power (AEP) position steady in Q2 2026 at 1,725 shares worth $235K. The position accounts for 0.09% of the portfolio, ranked #76.

Silver Oak Advisory Group first reported a position in AEP in Q4 2021 and has held it in 8 quarters since. The position peaked at $264K in Q1 2022. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Silver Oak Advisory Group held 1,725 shares of American Electric Power worth $235K as of Q2 2026.
Silver Oak Advisory Group left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.09% of Silver Oak Advisory Group's portfolio in Q2 2026, its #76 holding.
Silver Oak Advisory Group first reported a position in American Electric Power in Q4 2021 and has held it in 8 quarters since.
Silver Oak Advisory Group's American Electric Power position peaked at $264K in Q1 2022.
1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.