W Advisors LLC’s American Electric Power AEP Stock Holding History

W Advisors LLC’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	$448K	Hold	3,274	–	–	0.2%	96
2026 Q1	$429K	Sell	3,274 -5	-0.2%	-$626	0.22%	88
2025 Q4	$378K	Hold	3,279	–	–	0.19%	92
2025 Q3	$369K	Buy	3,279 +2	+0.1%	+$219	0.19%	96
2025 Q2	$340K	Sell	3,277 -175	-5%	-$18.2K	0.2%	95
2025 Q1	$377K	Buy	3,452 +77	+2%	+$7.8K	0.24%	84
2024 Q4	$311K	Sell	3,375 -8	-0.2%	-$774	0.19%	93
2024 Q3	$347K	Buy	3,383 +51	+2%	+$4.98K	0.21%	87
2024 Q2	$292K	Buy	3,332 +19	+0.6%	+$1.66K	0.19%	93
2024 Q1	$285K	Buy	+3,313	New	+$269K	0.2%	91
2023 Q2	–	Sell	-2,310	Closed	-$210K	–	104
2023 Q1	$210K	Hold	2,310	–	–	0.17%	97
2022 Q4	$219K	Hold	2,310	–	–	0.18%	98
2022 Q3	$200K	Hold	2,310	–	–	0.19%	95
2022 Q2	$222K	Hold	2,310	–	–	0.19%	95
2022 Q1	$230K	Hold	2,310	–	–	0.17%	96
2021 Q4	$206K	Buy	+2,310	New	+$195K	0.15%	98

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

W Advisors LLC's AEP Position: Q2 2026 in Review

W Advisors LLC held its American Electric Power (AEP) position steady in Q2 2026 at 3,274 shares worth $448K. The position accounts for 0.2% of the portfolio, ranked #96.

W Advisors LLC first reported a position in AEP in Q4 2021 and has held it in 16 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

W Advisors LLC held 3,274 shares of American Electric Power worth $448K as of Q2 2026.
W Advisors LLC left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.2% of W Advisors LLC's portfolio in Q2 2026, its #96 holding.
W Advisors LLC first reported a position in American Electric Power in Q4 2021 and has held it in 16 quarters since.
1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on W Advisors LLC's 13F filing for Q2 2026, filed 31 Jul 2026.