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Transamerica Financial Advisors’s American Electric Power AEP Stock Holding History

Transamerica Financial 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 		$230K Buy
1,678
+775
+86% +$102K 0.02% 400
2026
Q1 		$118K Buy
903
+550
+156% +$68.8K 0.01% 490
2025
Q4 		$40.7K Buy
353
+93
+36% +$11K ﹤0.01% 572
2025
Q3 		$29.2K Buy
+260
New +$28.4K ﹤0.01% 546
2016
Q2 		– Sell
-980
Closed -$66K – 396
2016
Q1 		$66K Sell
980
-1
-0.1% -$62 0.01% 340
2015
Q4 		$58K Hold
981
– – ﹤0.01% 388
2015
Q3 		$56K Hold
981
– – ﹤0.01% 372
2015
Q2 		$52K Sell
981
-100
-9% -$5.54K ﹤0.01% 444
2015
Q1 		$61K Buy
1,081
+100
+10% +$5.93K ﹤0.01% 413
2014
Q4 		$60K Hold
981
– – ﹤0.01% 349
2014
Q3 		$52K Hold
981
– – ﹤0.01% 336
2014
Q2 		$54K Buy
981
+780
+388% +$41.1K ﹤0.01% 363
2014
Q1 		$11K Hold
201
– – ﹤0.01% 456
2013
Q4 		$10K Buy
201
+200
+20,000% +$9.23K ﹤0.01% 455
2013
Q3 		$1K Sell
1
-1
-50% -$44 ﹤0.01% 553
2013
Q2 		$1K Buy
+2
New +$96 ﹤0.01% 532

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 $3.38T AUM 44.17% 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

Transamerica Financial Advisors's AEP Position: Q2 2026 in Review

Transamerica Financial Advisors increased its American Electric Power (AEP) stake by 86% in Q2 2026, buying an estimated $102K and bringing the position to 1,678 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #400.

Transamerica Financial Advisors first reported a position in AEP in Q2 2013 and has held it in 16 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Transamerica Financial Advisors held 1,678 shares of American Electric Power worth $230K as of Q2 2026.
  • Transamerica Financial Advisors bought 775 American Electric Power shares in Q2 2026, an estimated $102K.
  • American Electric Power made up 0.02% of Transamerica Financial Advisors's portfolio in Q2 2026, its #400 holding.
  • Transamerica Financial Advisors first reported a position in American Electric Power in Q2 2013 and has held it in 16 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.