Strategic Investment Advisors’s American Electric Power AEP Stock Holding History

Strategic Investment Advisors’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	$196K	Buy	1,430 +613	+75%	+$80.8K	0.01%	316
2026 Q1	$107K	Buy	+817	New	+$102K	0.01%	374
2024 Q2	–	Sell	-5,158	Closed	-$444K	–	235
2024 Q1	$444K	Buy	5,158 +1,139	+28%	+$92.6K	0.06%	183
2023 Q4	$326K	Sell	4,019 -1,588	-28%	-$123K	0.05%	195
2023 Q3	$422K	Buy	5,607 +27	+0.5%	+$2.2K	0.07%	183
2023 Q2	$470K	Buy	5,580 +114	+2%	+$10.1K	0.07%	143
2023 Q1	$497K	Buy	5,466 +714	+15%	+$65.3K	0.09%	160
2022 Q4	$451K	Buy	+4,752	New	+$433K	0.09%	159
2022 Q3	–	Sell	-3,579	Closed	-$343K	–	173
2022 Q2	$343K	Buy	+3,579	New	+$355K	0.07%	172

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

Strategic Investment Advisors's AEP Position: Q2 2026 in Review

Strategic Investment Advisors increased its American Electric Power (AEP) stake by 75% in Q2 2026, buying an estimated $80.8K and bringing the position to 1,430 shares worth $196K. The position accounts for 0.01% of the portfolio, ranked #316.

Strategic Investment Advisors first reported a position in AEP in Q2 2022 and has held it in 9 quarters since. The position peaked at $497K in Q1 2023. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Strategic Investment Advisors held 1,430 shares of American Electric Power worth $196K as of Q2 2026.
Strategic Investment Advisors bought 613 American Electric Power shares in Q2 2026, an estimated $80.8K.
American Electric Power made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #316 holding.
Strategic Investment Advisors first reported a position in American Electric Power in Q2 2022 and has held it in 9 quarters since.
Strategic Investment Advisors's American Electric Power position peaked at $497K in Q1 2023.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.