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SOA Wealth Advisors’s American Electric Power AEP Stock Holding History

SOA Wealth Advisors’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 		$73.9K Buy
540
+1
+0.2% +$132 0.01% 322
2026
Q1 		$70.6K Sell
539
-93
-15% -$11.6K 0.01% 318
2025
Q4 		$72.8K Buy
632
+2
+0.3% +$236 0.01% 314
2025
Q3 		$70.9K Buy
630
+1
+0.2% +$109 0.01% 328
2025
Q2 		$65.3K Sell
629
-186
-23% -$19.4K 0.01% 322
2025
Q1 		$89K Buy
815
+2
+0.2% +$203 0.02% 273
2024
Q4 		$75K Buy
813
+1
+0.1% +$97 0.01% 282
2024
Q3 		$83.3K Buy
812
+2
+0.2% +$195 0.02% 264
2024
Q2 		$71.1K Sell
810
-346
-30% -$30.3K 0.01% 275
2024
Q1 		$99.5K Sell
1,156
-11
-0.9% -$894 0.02% 246
2023
Q4 		$94.8K Buy
1,167
+1
+0.1% +$78 0.02% 241
2023
Q3 		$87.7K Buy
1,166
+644
+123% +$52.4K 0.02% 241
2023
Q2 		$43.9K Buy
522
+2
+0.4% +$177 0.01% 309
2023
Q1 		$47.4K Buy
520
+1
+0.2% +$91 0.01% 291
2022
Q4 		$49.3K Buy
519
+2
+0.4% +$182 0.01% 281
2022
Q3 		$44K Buy
517
+1
+0.2% +$99 0.01% 281
2022
Q2 		$49K Sell
516
-10
-2% -$991 0.01% 267
2022
Q1 		$52K Buy
526
+1
+0.2% +$91 0.01% 307
2021
Q4 		$46K Buy
525
+2
+0.4% +$169 0.01% 304
2021
Q3 		$42K Buy
523
+74
+16% +$6.46K 0.01% 327
2021
Q2 		$38K Buy
449
+2
+0.4% +$172 0.01% 346
2021
Q1 		$37K Buy
447
+1
+0.2% +$81 0.01% 303
2020
Q4 		$35K Buy
+446
New +$38.7K 0.01% 309

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

SOA Wealth Advisors's AEP Position: Q2 2026 in Review

SOA Wealth Advisors increased its American Electric Power (AEP) stake by 0.19% in Q2 2026, buying an estimated $132 and bringing the position to 540 shares worth $73.9K. The position accounts for 0.01% of the portfolio, ranked #322.

SOA Wealth Advisors first reported a position in AEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $99.5K in Q1 2024. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • SOA Wealth Advisors held 540 shares of American Electric Power worth $73.9K as of Q2 2026.
  • SOA Wealth Advisors bought 1 American Electric Power share in Q2 2026, an estimated $132.
  • American Electric Power made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #322 holding.
  • SOA Wealth Advisors first reported a position in American Electric Power in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's American Electric Power position peaked at $99.5K in Q1 2024.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.