Strategy Asset Managers’s American Electric Power AEP Stock Holding History

Strategy Asset Managers’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	$972K	Buy	7,106 +1	+0%	+$132	0.15%	112
2026 Q1	$931K	Buy	+7,105	New	+$889K	0.15%	97
2023 Q1	–	Sell	-7,986	Closed	-$758K	–	244
2022 Q4	$758K	Buy	7,986 +9	+0.1%	+$819	0.19%	95
2022 Q3	$690K	Buy	+7,977	New	+$789K	0.19%	99
2020 Q4	–	Sell	-3,727	Closed	-$305K	–	241
2020 Q3	$305K	Hold	3,727	–	–	0.08%	175
2020 Q2	$296K	Buy	3,727 +396	+12%	+$32.3K	0.08%	178
2020 Q1	$266K	Hold	3,331	–	–	0.09%	160
2019 Q4	$315K	Buy	3,331 +175	+6%	+$16.2K	0.08%	166
2019 Q3	$296K	Hold	3,156	–	–	0.09%	115
2019 Q2	$278K	Buy	3,156 +2,230	+241%	+$192K	0.08%	115
2019 Q1	$78K	Buy	+926	New	+$73.6K	0.02%	141

Other funds holding AEP

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

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

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Strategy Asset Managers's AEP Position: Q2 2026 in Review

Strategy Asset Managers increased its American Electric Power (AEP) stake by 0.01% in Q2 2026, buying an estimated $132 and bringing the position to 7,106 shares worth $972K. The position accounts for 0.15% of the portfolio, ranked #112.

Strategy Asset Managers first reported a position in AEP in Q1 2019 and has held it in 11 quarters since. 1,847 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Strategy Asset Managers held 7,106 shares of American Electric Power worth $972K as of Q2 2026.
Strategy Asset Managers bought 1 American Electric Power share in Q2 2026, an estimated $132.
American Electric Power made up 0.15% of Strategy Asset Managers's portfolio in Q2 2026, its #112 holding.
Strategy Asset Managers first reported a position in American Electric Power in Q1 2019 and has held it in 11 quarters since.
1,847 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Strategy Asset Managers's 13F filing for Q2 2026, filed 14 Aug 2026.