Stableford Capital II’s American Electric Power AEP Stock Holding History

Stableford Capital II’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	$917K	Sell	6,705 -20	-0.3%	-$2.63K	0.32%	99
2026 Q1	$882K	Buy	+6,725	New	+$841K	0.33%	101
2025 Q2	–	Sell	-8,565	Closed	-$923K	–	131
2025 Q1	$923K	Sell	8,565 -527	-6%	-$53.4K	0.39%	63
2024 Q4	$839K	Sell	9,092 -98	-1%	-$9.48K	0.33%	92
2024 Q3	$903K	Buy	+9,190	New	+$897K	0.36%	100
2017 Q3	–	Sell	-4,606	Closed	-$320K	–	111
2017 Q2	$320K	Buy	+4,606	New	+$320K	0.26%	79

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Stableford Capital II's AEP Position: Q2 2026 in Review

Stableford Capital II reduced its American Electric Power (AEP) stake by 0.3% in Q2 2026, selling an estimated $2.63K and leaving 6,705 shares worth $917K. The position accounts for 0.32% of the portfolio, ranked #99.

Stableford Capital II first reported a position in AEP in Q2 2017 and has held it in 6 quarters since. The position peaked at $923K in Q1 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Stableford Capital II held 6,705 shares of American Electric Power worth $917K as of Q2 2026.
Stableford Capital II sold 20 American Electric Power shares in Q2 2026, an estimated $2.63K.
American Electric Power made up 0.32% of Stableford Capital II's portfolio in Q2 2026, its #99 holding.
Stableford Capital II first reported a position in American Electric Power in Q2 2017 and has held it in 6 quarters since.
Stableford Capital II's American Electric Power position peaked at $923K in Q1 2025.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Stableford Capital II's 13F filing for Q2 2026, filed 6 Jul 2026.