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Silver Oak Securities’s American Electric Power AEP Stock Holding History

Silver Oak Securities’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 		$900K Sell
6,580
-561
-8% -$73.9K 0.05% 320
2026
Q1 		$936K Buy
7,141
+230
+3% +$28.8K 0.07% 273
2025
Q4 		$802K Buy
6,911
+139
+2% +$16.4K 0.05% 334
2025
Q3 		$762K Buy
6,772
+3,912
+137% +$428K 0.06% 326
2025
Q2 		$297K Buy
2,860
+806
+39% +$83.9K 0.02% 541
2025
Q1 		$220K Buy
2,054
+438
+27% +$44.4K 0.02% 574
2024
Q4 		$149K Sell
1,616
-72
-4% -$6.97K 0.01% 604
2024
Q3 		$172K Sell
1,688
-396
-19% -$38.6K 0.02% 504
2024
Q2 		$183K Sell
2,084
-31
-1% -$2.71K 0.03% 391
2024
Q1 		$182K Sell
2,115
-429
-17% -$34.9K 0.03% 387
2023
Q4 		$207K Buy
2,544
+389
+18% +$30.2K 0.03% 458
2023
Q3 		$162K Buy
+2,155
New +$175K 0.04% 318
2022
Q4 		– Sell
-2,155
Closed -$162K – 307
2022
Q3 		$162K Buy
+2,155
New +$213K 0.04% 318

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

Silver Oak Securities's AEP Position: Q2 2026 in Review

Silver Oak Securities reduced its American Electric Power (AEP) stake by 7.9% in Q2 2026, selling an estimated $73.9K and leaving 6,580 shares worth $900K. The position accounts for 0.05% of the portfolio, ranked #320.

Silver Oak Securities first reported a position in AEP in Q3 2022 and has held it in 13 quarters since. The position peaked at $936K in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Silver Oak Securities held 6,580 shares of American Electric Power worth $900K as of Q2 2026.
  • Silver Oak Securities sold 561 American Electric Power shares in Q2 2026, an estimated $73.9K.
  • American Electric Power made up 0.05% of Silver Oak Securities's portfolio in Q2 2026, its #320 holding.
  • Silver Oak Securities first reported a position in American Electric Power in Q3 2022 and has held it in 13 quarters since.
  • Silver Oak Securities's American Electric Power position peaked at $936K in Q1 2026.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Silver Oak Securities's 13F filing for Q2 2026, filed 7 Aug 2026.