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Swan Capital’s American Electric Power AEP Stock Holding History

Swan Capital’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
-100
Closed -$13.1K – 581
2026
Q1 		$13.1K Hold
100
– – ﹤0.01% 168
2025
Q4 		$11.5K Hold
100
– – ﹤0.01% 161
2025
Q3 		$11.3K Hold
100
– – ﹤0.01% 153
2025
Q2 		$10.4K Hold
100
– – ﹤0.01% 157
2025
Q1 		$10.9K Hold
100
– – 0.01% 136
2024
Q4 		$9.22K Hold
100
– – ﹤0.01% 137
2024
Q3 		$10.3K Hold
100
– – 0.01% 140
2024
Q2 		$8.77K Buy
+100
New +$8.75K ﹤0.01% 136

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

Swan Capital's AEP Position: Q2 2026 in Review

Swan Capital sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 100 shares — an estimated $13.1K sold.

Swan Capital first reported a position in AEP in Q2 2024 and held it in 8 quarters. The position peaked at $13.1K in Q1 2026. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Swan Capital reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Swan Capital sold 100 American Electric Power shares in Q2 2026, an estimated $13.1K.
  • Swan Capital first reported a position in American Electric Power in Q2 2024 and held it in 8 quarters.
  • Swan Capital's American Electric Power position peaked at $13.1K in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Swan Capital's 13F filing for Q2 2026, filed 13 Aug 2026.