Sittner & Nelson’s American Electric Power AEP Stock Holding History

Sittner & Nelson’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	$109K	Buy	800 +6	+0.8%	+$790	0.03%	223
2026 Q1	$104K	Hold	794	–	–	0.04%	224
2025 Q4	$95.9K	Hold	794	–	–	0.03%	216
2025 Q3	$89.3K	Hold	794	–	–	0.03%	209
2025 Q2	$82.4K	Hold	794	–	–	0.03%	206
2025 Q1	$86.8K	Hold	794	–	–	0.04%	195
2024 Q4	$73.2K	Hold	794	–	–	0.03%	195
2024 Q3	$81.5K	Hold	794	–	–	0.04%	197
2024 Q2	$69.7K	Hold	794	–	–	0.03%	185
2024 Q1	$68.4K	Hold	794	–	–	0.03%	185
2023 Q4	$64.5K	Hold	794	–	–	0.03%	188
2023 Q3	$59.7K	Hold	794	–	–	0.03%	189
2023 Q2	$66.9K	Hold	794	–	–	0.04%	185
2023 Q1	$72.2K	Hold	794	–	–	0.04%	186
2022 Q4	$75.4K	Hold	794	–	–	0.05%	186
2022 Q3	$69K	Hold	794	–	–	0.05%	183
2022 Q2	$76K	Hold	794	–	–	0.05%	178
2022 Q1	$79K	Hold	794	–	–	0.05%	170
2021 Q4	$71K	Hold	794	–	–	0.04%	176
2021 Q3	$64K	Hold	794	–	–	0.04%	163
2021 Q2	$67K	Hold	794	–	–	0.05%	155
2021 Q1	$67K	Buy	794 +400	+102%	+$32.2K	0.05%	152
2020 Q4	$33K	Buy	+394	New	+$34.2K	0.03%	189

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

Sittner & Nelson's AEP Position: Q2 2026 in Review

Sittner & Nelson increased its American Electric Power (AEP) stake by 0.76% in Q2 2026, buying an estimated $790 and bringing the position to 800 shares worth $109K. The position accounts for 0.03% of the portfolio, ranked #223.

Sittner & Nelson first reported a position in AEP in Q4 2020 and has held it in 23 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Sittner & Nelson held 800 shares of American Electric Power worth $109K as of Q2 2026.
Sittner & Nelson bought 6 American Electric Power shares in Q2 2026, an estimated $790.
American Electric Power made up 0.03% of Sittner & Nelson's portfolio in Q2 2026, its #223 holding.
Sittner & Nelson first reported a position in American Electric Power in Q4 2020 and has held it in 23 quarters since.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Sittner & Nelson's 13F filing for Q2 2026, filed 7 Aug 2026.