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Soltis Investment Advisors’s American Electric Power AEP Stock Holding History

Soltis Investment 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 		$11.2M Buy
81,719
+5,062
+7% +$667K 0.62% 32
2026
Q1 		$10M Buy
76,657
+3,537
+5% +$443K 0.63% 30
2025
Q4 		$8.43M Buy
73,120
+3,467
+5% +$409K 0.56% 41
2025
Q3 		$7.84M Buy
69,653
+3,077
+5% +$337K 0.54% 42
2025
Q2 		$6.91M Buy
66,576
+4,320
+7% +$449K 0.54% 45
2025
Q1 		$6.8M Sell
62,256
-97
-0.2% -$9.83K 0.61% 41
2024
Q4 		$5.75M Buy
62,353
+23,829
+62% +$2.31M 0.53% 52
2024
Q3 		$3.95M Sell
38,524
-33,469
-46% -$3.27M 0.39% 76
2024
Q2 		$6.32M Buy
71,993
+1,877
+3% +$164K 0.67% 40
2024
Q1 		$6.04M Buy
70,116
+193
+0.3% +$15.7K 0.68% 42
2023
Q4 		$5.68M Buy
69,923
+22,138
+46% +$1.72M 0.64% 47
2023
Q3 		$3.59M Buy
+47,785
New +$3.89M 0.46% 66

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 $3.37T AUM 44.26% 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

Soltis Investment Advisors's AEP Position: Q2 2026 in Review

Soltis Investment Advisors increased its American Electric Power (AEP) stake by 6.6% in Q2 2026, buying an estimated $667K and bringing the position to 81,719 shares worth $11.2M. The position accounts for 0.62% of the portfolio, ranked #32.

Soltis Investment Advisors first reported a position in AEP in Q3 2023 and has held it in 12 quarters since. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Soltis Investment Advisors held 81,719 shares of American Electric Power worth $11.2M as of Q2 2026.
  • Soltis Investment Advisors bought 5,062 American Electric Power shares in Q2 2026, an estimated $667K.
  • American Electric Power made up 0.62% of Soltis Investment Advisors's portfolio in Q2 2026, its #32 holding.
  • Soltis Investment Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 12 quarters since.
  • 1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.