Trifecta Capital Advisors’s American Electric Power AEP Stock Holding History

Trifecta Capital 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	$137K	Buy	1,001 +1	+0.1%	+$132	0.02%	132
2026 Q1	$131K	Hold	1,000	–	–	0.02%	131
2025 Q4	$115K	Sell	1,000 -10	-1%	-$1.18K	0.02%	130
2025 Q3	$114K	Hold	1,010	–	–	0.02%	138
2025 Q2	$105K	Hold	1,010	–	–	0.02%	142
2025 Q1	$110K	Hold	1,010	–	–	0.02%	103
2024 Q4	$93.2K	Hold	1,010	–	–	0.02%	108
2024 Q3	$104K	Hold	1,010	–	–	0.02%	107
2024 Q2	$88.6K	Hold	1,010	–	–	0.02%	111
2024 Q1	$87K	Hold	1,010	–	–	0.02%	115
2023 Q4	$82K	Hold	1,010	–	–	0.02%	112
2023 Q3	$76K	Hold	1,010	–	–	0.02%	114
2023 Q2	$85K	Hold	1,010	–	–	0.03%	114
2023 Q1	$91.9K	Buy	1,010 +749	+287%	+$68.5K	0.03%	114
2022 Q4	$24.8K	Buy	+261	New	+$23.8K	0.01%	163

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

Trifecta Capital Advisors's AEP Position: Q2 2026 in Review

Trifecta Capital Advisors increased its American Electric Power (AEP) stake by 0.1% in Q2 2026, buying an estimated $132 and bringing the position to 1,001 shares worth $137K. The position accounts for 0.02% of the portfolio, ranked #132.

Trifecta Capital Advisors first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Trifecta Capital Advisors held 1,001 shares of American Electric Power worth $137K as of Q2 2026.
Trifecta Capital Advisors bought 1 American Electric Power share in Q2 2026, an estimated $132.
American Electric Power made up 0.02% of Trifecta Capital Advisors's portfolio in Q2 2026, its #132 holding.
Trifecta Capital Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Trifecta Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.