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Spartan Wealth Advisory Services LLC’s American Electric Power AEP Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$2.45M Buy
17,944
+819
+5% +$108K 0.2% 102
2026
Q1 		$2.24M Buy
+17,125
New +$2.14M 0.2% 101

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's AEP Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC increased its American Electric Power (AEP) stake by 4.8% in Q2 2026, buying an estimated $108K and bringing the position to 17,944 shares worth $2.45M. The position accounts for 0.2% of the portfolio, ranked #102.

Spartan Wealth Advisory Services LLC first reported a position in AEP in Q1 2026 and has held it in 2 quarters since. 1,892 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 17,944 shares of American Electric Power worth $2.45M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC bought 819 American Electric Power shares in Q2 2026, an estimated $108K.
  • American Electric Power made up 0.2% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #102 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in American Electric Power in Q1 2026 and has held it in 2 quarters since.
  • 1,892 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.