TRUE Private Wealth Advisors’s American Electric Power AEP Stock Holding History

TRUE Private Wealth 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	$228K	Buy	1,667 +8	+0.5%	+$1.05K	0.02%	254
2026 Q1	$217K	Buy	+1,659	New	+$208K	0.02%	247
2024 Q3	–	Sell	-3,230	Closed	-$283K	–	218
2024 Q2	$283K	Hold	3,230	–	–	0.03%	231
2024 Q1	$278K	Sell	3,230 -12	-0.4%	-$976	0.03%	242
2023 Q4	$263K	Sell	3,242 -812	-20%	-$63K	0.03%	236
2023 Q3	$305K	Buy	4,054 +628	+18%	+$51.1K	0.04%	189
2023 Q2	$288K	Hold	3,426	–	–	0.04%	176
2023 Q1	$312K	Hold	3,426	–	–	0.05%	162
2022 Q4	$325K	Sell	3,426 -1,000	-23%	-$91K	0.05%	155
2022 Q3	$382K	Hold	4,426	–	–	0.06%	126
2022 Q2	$424K	Hold	4,426	–	–	0.06%	128
2022 Q1	$445K	Hold	4,426	–	–	0.06%	138
2021 Q4	$393K	Sell	4,426 -36	-0.8%	-$3.04K	0.06%	172
2021 Q3	$362K	Hold	4,462	–	–	0.05%	172
2021 Q2	$377K	Sell	4,462 -298	-6%	-$25.7K	0.06%	161
2021 Q1	$403K	Buy	4,760 +825	+21%	+$66.5K	0.07%	150
2020 Q4	$327K	Sell	3,935 -103	-3%	-$8.94K	0.05%	153
2020 Q3	$330K	Buy	4,038 +32	+0.8%	+$2.64K	0.06%	144
2020 Q2	$319K	Sell	4,006 -59	-1%	-$4.82K	0.06%	140
2020 Q1	$325K	Sell	4,065 -429	-10%	-$40.6K	0.07%	125
2019 Q4	$424K	Sell	4,494 -2,824	-39%	-$261K	0.07%	143
2019 Q3	$685K	Buy	7,318 +1,086	+17%	+$98.6K	0.12%	100
2019 Q2	$548K	Buy	6,232 +1,588	+34%	+$137K	0.09%	114
2019 Q1	$388K	Buy	+4,644	New	+$369K	0.07%	130
2018 Q4	–	Sell	-2,506	Closed	-$178K	–	237
2018 Q3	$178K	Buy	+2,506	New	+$178K	0.03%	277

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

TRUE Private Wealth Advisors's AEP Position: Q2 2026 in Review

TRUE Private Wealth Advisors increased its American Electric Power (AEP) stake by 0.48% in Q2 2026, buying an estimated $1.05K and bringing the position to 1,667 shares worth $228K. The position accounts for 0.02% of the portfolio, ranked #254.

TRUE Private Wealth Advisors first reported a position in AEP in Q3 2018 and has held it in 25 quarters since. The position peaked at $685K in Q3 2019. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

TRUE Private Wealth Advisors held 1,667 shares of American Electric Power worth $228K as of Q2 2026.
TRUE Private Wealth Advisors bought 8 American Electric Power shares in Q2 2026, an estimated $1.05K.
American Electric Power made up 0.02% of TRUE Private Wealth Advisors's portfolio in Q2 2026, its #254 holding.
TRUE Private Wealth Advisors first reported a position in American Electric Power in Q3 2018 and has held it in 25 quarters since.
TRUE Private Wealth Advisors's American Electric Power position peaked at $685K in Q3 2019.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.