SVWAG
AEP icon

Sound View Wealth Advisors Group’s American Electric Power AEP Stock Holding History

Sound View Wealth Advisors 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 		$2.88M Sell
21,051
-1,336
-6% -$176K 0.18% 114
2026
Q1 		$2.93M Sell
22,387
-331
-1% -$41.4K 0.2% 103
2025
Q4 		$2.62M Sell
22,718
-16
-0.1% -$1.89K 0.18% 113
2025
Q3 		$2.56M Sell
22,734
-338
-1% -$37K 0.18% 118
2025
Q2 		$2.39M Buy
23,072
+1,301
+6% +$135K 0.18% 115
2025
Q1 		$2.38M Buy
21,771
+381
+2% +$38.6K 0.2% 108
2024
Q4 		$1.97M Buy
21,390
+34
+0.2% +$3.29K 0.16% 121
2024
Q3 		$2.19M Buy
21,356
+1,390
+7% +$136K 0.18% 119
2024
Q2 		$1.75M Sell
19,966
-318
-2% -$27.8K 0.18% 119
2024
Q1 		$1.75M Sell
20,284
-1,090
-5% -$88.6K 0.19% 121
2023
Q4 		$1.74M Buy
21,374
+785
+4% +$60.9K 0.19% 117
2023
Q3 		$1.55M Buy
20,589
+85
+0.4% +$6.92K 0.19% 108
2023
Q2 		$1.73M Sell
20,504
-162
-0.8% -$14.3K 0.23% 97
2023
Q1 		$1.88M Sell
20,666
-708
-3% -$64.8K 0.26% 90
2022
Q4 		$1.74M Buy
21,374
+2,183
+11% +$199K 0.19% 117
2022
Q3 		$1.66M Sell
19,191
-401
-2% -$39.6K 0.37% 67
2022
Q2 		$1.88M Buy
19,592
+96
+0.5% +$9.51K 0.39% 68
2022
Q1 		$1.95M Buy
19,496
+36
+0.2% +$3.29K 0.37% 65
2021
Q4 		$1.73M Buy
19,460
+443
+2% +$37.4K 0.33% 74
2021
Q3 		$1.54M Sell
19,017
-140
-0.7% -$12.2K 0.32% 83
2021
Q2 		$1.62M Sell
19,157
-750
-4% -$64.6K 0.34% 79
2021
Q1 		$1.69M Sell
19,907
-169
-0.8% -$13.6K 0.39% 72
2020
Q4 		$1.67M Sell
20,076
-1,955
-9% -$170K 0.41% 65
2020
Q3 		$1.8M Sell
22,031
-988
-4% -$81.4K 0.47% 56
2020
Q2 		$1.83M Sell
23,019
-1,227
-5% -$100K 0.52% 55
2020
Q1 		$1.94M Sell
24,246
-1,022
-4% -$96.6K 0.67% 46
2019
Q4 		$2.39M Sell
25,268
-438
-2% -$40.5K 0.67% 48
2019
Q3 		$2.41M Sell
25,706
-389
-1% -$35.3K 0.72% 44
2019
Q2 		$2.3M Buy
+26,095
New +$2.25M 0.68% 46

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

Sound View Wealth Advisors Group's AEP Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its American Electric Power (AEP) stake by 6% in Q2 2026, selling an estimated $176K and leaving 21,051 shares worth $2.88M. The position accounts for 0.18% of the portfolio, ranked #114.

Sound View Wealth Advisors Group first reported a position in AEP in Q2 2019 and has held it in 29 quarters since. The position peaked at $2.93M in Q1 2026. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Sound View Wealth Advisors Group held 21,051 shares of American Electric Power worth $2.88M as of Q2 2026.
  • Sound View Wealth Advisors Group sold 1,336 American Electric Power shares in Q2 2026, an estimated $176K.
  • American Electric Power made up 0.18% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #114 holding.
  • Sound View Wealth Advisors Group first reported a position in American Electric Power in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's American Electric Power position peaked at $2.93M in Q1 2026.
  • 1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.