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tru Independence’s American Electric Power AEP Stock Holding History

tru Independence’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 		$237K Sell
1,735
-64
-4% -$8.43K 0.1% 93
2026
Q1 		$236K Sell
1,799
-53
-3% -$6.63K 0.12% 90
2025
Q4 		$214K Buy
+1,852
New +$219K 0.05% 127
2021
Q3 		– Sell
-508
Closed -$43K – 198
2021
Q2 		$43K Buy
+508
New +$43.7K 0.01% 223
2021
Q1 		– Sell
-619
Closed -$52 – 304
2020
Q4 		$52 Buy
+619
New +$53.7K ﹤0.01% 485
2020
Q3 		– Sell
-609
Closed -$48K – 324
2020
Q2 		$48K Sell
609
-199
-25% -$16.2K 0.01% 379
2020
Q1 		$65K Hold
808
– – 0.01% 276
2019
Q4 		$65K Buy
+808
New +$74.6K 0.01% 343

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

tru Independence's AEP Position: Q2 2026 in Review

tru Independence reduced its American Electric Power (AEP) stake by 3.6% in Q2 2026, selling an estimated $8.43K and leaving 1,735 shares worth $237K. The position accounts for 0.1% of the portfolio, ranked #93.

tru Independence first reported a position in AEP in Q4 2019 and has held it in 8 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • tru Independence held 1,735 shares of American Electric Power worth $237K as of Q2 2026.
  • tru Independence sold 64 American Electric Power shares in Q2 2026, an estimated $8.43K.
  • American Electric Power made up 0.1% of tru Independence's portfolio in Q2 2026, its #93 holding.
  • tru Independence first reported a position in American Electric Power in Q4 2019 and has held it in 8 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on tru Independence's 13F filing for Q2 2026, filed 10 Aug 2026.