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United Asset Strategies’s American Electric Power AEP Stock Holding History

United Asset Strategies’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 		$355K Buy
2,596
+163
+7% +$21.5K 0.03% 226
2026
Q1 		$319K Sell
2,433
-16
-0.7% -$2K 0.03% 226
2025
Q4 		$282K Sell
2,449
-237
-9% -$28K 0.02% 234
2025
Q3 		$302K Buy
2,686
+60
+2% +$6.57K 0.02% 224
2025
Q2 		$273K Buy
2,626
+51
+2% +$5.31K 0.02% 223
2025
Q1 		$281K Sell
2,575
-291
-10% -$29.5K 0.03% 214
2024
Q4 		$264K Sell
2,866
-136
-5% -$13.2K 0.02% 212
2024
Q3 		$308K Sell
3,002
-362
-11% -$35.3K 0.03% 201
2024
Q2 		$295K Sell
3,364
-674
-17% -$59K 0.03% 195
2024
Q1 		$348K Buy
+4,038
New +$328K 0.03% 197
2023
Q4 		– Sell
-4,214
Closed -$317K – 237
2023
Q3 		$317K Buy
4,214
+154
+4% +$12.5K 0.04% 198
2023
Q2 		$342K Sell
4,060
-13
-0.3% -$1.15K 0.04% 192
2023
Q1 		$371K Sell
4,073
-371
-8% -$33.9K 0.05% 187
2022
Q4 		$422K Buy
4,444
+833
+23% +$75.8K 0.06% 186
2022
Q3 		$312K Buy
3,611
+147
+4% +$14.5K 0.05% 178
2022
Q2 		$332K Buy
+3,464
New +$343K 0.05% 174

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 $3.38T AUM 44.17% 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

United Asset Strategies's AEP Position: Q2 2026 in Review

United Asset Strategies increased its American Electric Power (AEP) stake by 6.7% in Q2 2026, buying an estimated $21.5K and bringing the position to 2,596 shares worth $355K. The position accounts for 0.03% of the portfolio, ranked #226.

United Asset Strategies first reported a position in AEP in Q2 2022 and has held it in 16 quarters since. The position peaked at $422K in Q4 2022. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • United Asset Strategies held 2,596 shares of American Electric Power worth $355K as of Q2 2026.
  • United Asset Strategies bought 163 American Electric Power shares in Q2 2026, an estimated $21.5K.
  • American Electric Power made up 0.03% of United Asset Strategies's portfolio in Q2 2026, its #226 holding.
  • United Asset Strategies first reported a position in American Electric Power in Q2 2022 and has held it in 16 quarters since.
  • United Asset Strategies's American Electric Power position peaked at $422K in Q4 2022.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on United Asset Strategies's 13F filing for Q2 2026, filed 13 Jul 2026.