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Sowell Financial Services’s American Electric Power AEP Stock Holding History

Sowell Financial Services’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 		$607K Sell
4,439
-32
-0.7% -$4.22K 0.02% 590
2026
Q1 		$586K Buy
4,471
+169
+4% +$21.1K 0.02% 589
2025
Q4 		$496K Buy
4,302
+247
+6% +$29.2K 0.02% 650
2025
Q3 		$456K Sell
4,055
-2,823
-41% -$309K 0.02% 659
2025
Q2 		$714K Sell
6,878
-57
-0.8% -$5.93K 0.03% 512
2025
Q1 		$758K Buy
+6,935
New +$702K 0.03% 476
2023
Q2 		– Sell
-2,925
Closed -$266K – 557
2023
Q1 		$266K Buy
+2,925
New +$268K 0.02% 602
2021
Q2 		– Sell
-4,296
Closed -$379K – 555
2021
Q1 		$379K Sell
4,296
-1,745
-29% -$141K 0.01% 753
2020
Q4 		$503K Sell
6,041
-601
-9% -$52.2K 0.02% 523
2020
Q3 		$543K Sell
6,642
-5,600
-46% -$461K 0.03% 449
2020
Q2 		$975K Buy
12,242
+4,556
+59% +$372K 0.05% 278
2020
Q1 		$615K Sell
7,686
-3,919
-34% -$371K 0.05% 343
2019
Q4 		$1.1M Buy
11,605
+4,971
+75% +$459K 0.08% 241
2019
Q3 		$622K Buy
+6,634
New +$602K 0.05% 348
2019
Q1 		$485K Sell
5,790
-157
-3% -$12.5K 0.05% 332
2018
Q4 		$445K Buy
5,947
+2,379
+67% +$179K 0.06% 296
2018
Q3 		$253K Buy
3,568
+28
+0.8% +$1.99K 0.04% 291
2018
Q2 		$251K Buy
3,540
+417
+13% +$28.1K 0.05% 245
2018
Q1 		$216K Buy
+3,123
New +$210K 0.05% 246
2017
Q1 		– Sell
-1,781
Closed -$113K – 261
2016
Q4 		$113K Buy
+1,781
New +$110K 0.04% 257

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

Sowell Financial Services's AEP Position: Q2 2026 in Review

Sowell Financial Services reduced its American Electric Power (AEP) stake by 0.72% in Q2 2026, selling an estimated $4.22K and leaving 4,439 shares worth $607K. The position accounts for 0.02% of the portfolio, ranked #590.

Sowell Financial Services first reported a position in AEP in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.1M in Q4 2019. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Sowell Financial Services held 4,439 shares of American Electric Power worth $607K as of Q2 2026.
  • Sowell Financial Services sold 32 American Electric Power shares in Q2 2026, an estimated $4.22K.
  • American Electric Power made up 0.02% of Sowell Financial Services's portfolio in Q2 2026, its #590 holding.
  • Sowell Financial Services first reported a position in American Electric Power in Q4 2016 and has held it in 20 quarters since.
  • Sowell Financial Services's American Electric Power position peaked at $1.1M in Q4 2019.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.