VisionPoint Advisory Group’s American Electric Power AEP Stock Holding History

VisionPoint Advisory Group’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	$224K	Sell	1,638 -1,083	-40%	-$143K	0.04%	435
2026 Q1	$357K	Buy	2,721 +54	+2%	+$6.76K	0.07%	283
2025 Q4	$308K	Buy	2,667 +874	+49%	+$103K	0.06%	300
2025 Q3	$202K	Buy	+1,793	New	+$196K	0.04%	387
2020 Q1	–	Sell	-29,330	Closed	-$2.77M	–	117
2019 Q4	$2.77M	Buy	29,330 +2,427	+9%	+$224K	1.15%	22
2019 Q3	$2.52M	Buy	26,903 +1,424	+6%	+$129K	0.69%	24
2019 Q2	$2.24M	Buy	+25,479	New	+$2.2M	0.64%	26
2019 Q1	–	Sell	-23,572	Closed	-$1.76M	–	129
2018 Q4	$1.76M	Buy	+23,572	New	+$1.77M	0.57%	33

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 $3.38T AUM 44.17% 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

VisionPoint Advisory Group's AEP Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its American Electric Power (AEP) stake by 40% in Q2 2026, selling an estimated $143K and leaving 1,638 shares worth $224K. The position accounts for 0.04% of the portfolio, ranked #435.

VisionPoint Advisory Group first reported a position in AEP in Q4 2018 and has held it in 8 quarters since. The position peaked at $2.77M in Q4 2019. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

VisionPoint Advisory Group held 1,638 shares of American Electric Power worth $224K as of Q2 2026.
VisionPoint Advisory Group sold 1,083 American Electric Power shares in Q2 2026, an estimated $143K.
American Electric Power made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #435 holding.
VisionPoint Advisory Group first reported a position in American Electric Power in Q4 2018 and has held it in 8 quarters since.
VisionPoint Advisory Group's American Electric Power position peaked at $2.77M in Q4 2019.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.