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Summit Trail Advisors’s American Electric Power AEP Stock Holding History

Summit Trail 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 		$3.71M Buy
27,143
+253
+0.9% +$33.3K 0.05% 271
2026
Q1 		$3.52M Buy
26,890
+7,833
+41% +$980K 0.05% 246
2025
Q4 		$2.2M Buy
19,057
+110
+0.6% +$13K 0.04% 355
2025
Q3 		$2.13M Buy
18,947
+4,603
+32% +$504K 0.03% 414
2025
Q2 		$1.49M Buy
+14,344
New +$1.49M 0.03% 343
2024
Q4 		– Sell
-4,513
Closed -$463K – 402
2024
Q3 		$463K Buy
4,513
+509
+13% +$49.7K 0.01% 412
2024
Q2 		$351K Buy
4,004
+634
+19% +$55.5K 0.01% 442
2024
Q1 		$290K Buy
3,370
+343
+11% +$27.9K 0.01% 472
2023
Q4 		$246K Sell
3,027
-2,441
-45% -$189K 0.01% 444
2023
Q3 		$411K Buy
5,468
+2,583
+90% +$210K 0.02% 309
2023
Q2 		$243K Buy
2,885
+64
+2% +$5.65K 0.01% 423
2023
Q1 		$257K Buy
+2,821
New +$258K 0.01% 349
2019
Q4 		– Sell
-2,472
Closed -$232K – 76
2019
Q3 		$232K Buy
+2,472
New +$224K 0.08% 77
2018
Q4 		– Sell
-5,066
Closed -$359K – 111
2018
Q3 		$359K Buy
+5,066
New +$360K 0.08% 132
2018
Q2 		– Sell
-7,257
Closed -$219K – 485
2018
Q1 		$219K Buy
7,257
+2,771
+62% +$187K 0.04% 354
2017
Q4 		$319K Buy
+4,486
New +$335K 0.04% 305

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Summit Trail Advisors's AEP Position: Q2 2026 in Review

Summit Trail Advisors increased its American Electric Power (AEP) stake by 0.94% in Q2 2026, buying an estimated $33.3K and bringing the position to 27,143 shares worth $3.71M. The position accounts for 0.05% of the portfolio, ranked #271.

Summit Trail Advisors first reported a position in AEP in Q4 2017 and has held it in 16 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Summit Trail Advisors held 27,143 shares of American Electric Power worth $3.71M as of Q2 2026.
  • Summit Trail Advisors bought 253 American Electric Power shares in Q2 2026, an estimated $33.3K.
  • American Electric Power made up 0.05% of Summit Trail Advisors's portfolio in Q2 2026, its #271 holding.
  • Summit Trail Advisors first reported a position in American Electric Power in Q4 2017 and has held it in 16 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.