Twin Peaks Wealth Advisors’s American Electric Power AEP Stock Holding History

Twin Peaks 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	–	Sell	-533	Closed	-$69.9K	–	272
2026 Q1	$69.9K	Buy	+533	New	+$66.7K	0.02%	354
2025 Q3	–	Sell	-377	Closed	-$42.2K	–	206
2025 Q2	$42.2K	Buy	+377	New	+$39.2K	0.01%	381

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

Twin Peaks Wealth Advisors's AEP Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 533 shares — an estimated $69.9K sold.

Twin Peaks Wealth Advisors first reported a position in AEP in Q2 2025 and held it in 2 quarters. The position peaked at $69.9K in Q1 2026. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Twin Peaks Wealth Advisors reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
Twin Peaks Wealth Advisors sold 533 American Electric Power shares in Q2 2026, an estimated $69.9K.
Twin Peaks Wealth Advisors first reported a position in American Electric Power in Q2 2025 and held it in 2 quarters.
Twin Peaks Wealth Advisors's American Electric Power position peaked at $69.9K in Q1 2026.
1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.