Trivium Point Advisory’s American Electric Power AEP Stock Holding History

Trivium Point Advisory’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	$1.36M	Buy	9,929 +711	+8%	+$93.7K	0.12%	158
2026 Q1	$1.21M	Sell	9,218 -1,647	-15%	-$206K	0.22%	112
2025 Q4	$1.25M	Sell	10,865 -623	-5%	-$73.6K	0.13%	158
2025 Q3	$1.29M	Sell	11,488 -389	-3%	-$42.6K	0.13%	150
2025 Q2	$1.23M	Sell	11,877 -700	-6%	-$72.8K	0.13%	154
2025 Q1	$1.37M	Sell	12,577 -812	-6%	-$82.3K	0.17%	140
2024 Q4	$1.23M	Sell	13,389 -384	-3%	-$37.2K	0.16%	151
2024 Q3	$1.29M	Buy	13,773 +188	+1%	+$18.3K	0.18%	142
2024 Q2	$1.19M	Sell	13,585 -1,465	-10%	-$128K	0.18%	133
2024 Q1	$1.3M	Sell	15,050 -2,293	-13%	-$186K	0.28%	90
2023 Q4	$1.41M	Sell	17,343 -3,280	-16%	-$255K	0.34%	91
2023 Q3	$1.5M	Buy	20,623 +148	+0.7%	+$12K	0.41%	77
2023 Q2	$1.72M	Sell	20,475 -311	-1%	-$27.5K	0.47%	73
2023 Q1	$1.89M	Buy	20,786 +865	+4%	+$79.1K	0.51%	65
2022 Q4	$1.92M	Buy	19,921 +870	+5%	+$79.2K	0.56%	62
2022 Q3	$1.61M	Buy	19,051 +265	+1%	+$26.2K	0.5%	66
2022 Q2	$1.78M	Buy	18,786 +310	+2%	+$30.7K	0.53%	62
2022 Q1	$1.93M	Buy	18,476 +1,320	+8%	+$121K	0.43%	80
2021 Q4	$1.53M	Buy	17,156 +300	+2%	+$25.3K	0.32%	100
2021 Q3	$1.42M	Sell	16,856 -890	-5%	-$77.7K	0.34%	96
2021 Q2	$1.5M	Sell	17,746 -2,110	-11%	-$182K	0.37%	95
2021 Q1	$1.68M	Sell	19,856 -1,910	-9%	-$154K	0.45%	80
2020 Q4	$1.74M	Sell	21,766 -1,096	-5%	-$95.1K	0.5%	63
2020 Q3	$1.87M	Buy	22,862 +1,476	+7%	+$122K	0.66%	48
2020 Q2	$1.76M	Buy	21,386 +1,050	+5%	+$85.7K	0.7%	50
2020 Q1	$1.69M	Buy	20,336 +96	+0.5%	+$9.08K	0.87%	39
2019 Q4	$1.91M	Buy	20,240 +120	+0.6%	+$11.1K	0.74%	46
2019 Q3	$1.87M	Sell	20,120 -325	-2%	-$29.5K	0.86%	43
2019 Q2	$1.8M	Buy	20,445 +471	+2%	+$40.6K	0.8%	42
2019 Q1	$1.67M	Sell	19,974 -4,669	-19%	-$371K	0.78%	49
2018 Q4	$1.84M	Buy	+24,643	New	+$1.85M	1.12%	27

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

Trivium Point Advisory's AEP Position: Q2 2026 in Review

Trivium Point Advisory increased its American Electric Power (AEP) stake by 7.7% in Q2 2026, buying an estimated $93.7K and bringing the position to 9,929 shares worth $1.36M. The position accounts for 0.12% of the portfolio, ranked #158.

Trivium Point Advisory first reported a position in AEP in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.93M in Q1 2022. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Trivium Point Advisory held 9,929 shares of American Electric Power worth $1.36M as of Q2 2026.
Trivium Point Advisory bought 711 American Electric Power shares in Q2 2026, an estimated $93.7K.
American Electric Power made up 0.12% of Trivium Point Advisory's portfolio in Q2 2026, its #158 holding.
Trivium Point Advisory first reported a position in American Electric Power in Q4 2018 and has held it in 31 quarters since.
Trivium Point Advisory's American Electric Power position peaked at $1.93M in Q1 2022.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Trivium Point Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.