Steadtrust’s American Electric Power AEP Stock Holding History

Steadtrust’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	–	Sell	-4,500	Closed	-$590K	–	134
2026 Q1	$590K	Sell	4,500 -150	-3%	-$18.8K	0.33%	73
2025 Q4	$536K	Hold	4,650	–	–	0.33%	80
2025 Q3	$523K	Buy	+4,650	New	+$509K	0.35%	72

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 $3.37T AUM 44.26% 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

Steadtrust's AEP Position: Q2 2026 in Review

Steadtrust sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 4,500 shares — an estimated $590K sold.

Steadtrust first reported a position in AEP in Q3 2025 and held it in 3 quarters. The position peaked at $590K in Q1 2026. 1,969 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Steadtrust reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
Steadtrust sold 4,500 American Electric Power shares in Q2 2026, an estimated $590K.
Steadtrust first reported a position in American Electric Power in Q3 2025 and held it in 3 quarters.
Steadtrust's American Electric Power position peaked at $590K in Q1 2026.
1,969 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Steadtrust's 13F filing for Q2 2026, filed 9 Jul 2026.