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Waverly Advisors’s American Electric Power AEP Stock Holding History

Waverly 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 		$25.3M Buy
185,178
+147,560
+392% +$19.4M 0.15% 134
2026
Q1 		$4.93M Buy
37,618
+3,370
+10% +$422K 0.04% 412
2025
Q4 		$3.95M Buy
34,248
+7,841
+30% +$926K 0.03% 423
2025
Q3 		$2.97M Buy
26,407
+4,637
+21% +$507K 0.03% 422
2025
Q2 		$2.26M Buy
21,770
+2,460
+13% +$256K 0.02% 471
2025
Q1 		$2.11M Buy
19,310
+7,693
+66% +$779K 0.03% 468
2024
Q4 		$1.07M Buy
11,617
+4,198
+57% +$406K 0.02% 497
2024
Q3 		$761K Buy
7,419
+26
+0.4% +$2.54K 0.01% 497
2024
Q2 		$649K Buy
7,393
+3,340
+82% +$292K 0.01% 519
2024
Q1 		$349K Buy
+4,053
New +$329K 0.01% 537
2023
Q1 		– Sell
-2,290
Closed -$217K – 297
2022
Q4 		$217K Buy
+2,290
New +$208K 0.01% 259
2022
Q2 		– Sell
-2,091
Closed -$209K – 208
2022
Q1 		$209K Buy
+2,091
New +$191K 0.02% 192
2018
Q1 		– Sell
-139
Closed -$10K – 185
2017
Q4 		$10K Buy
+139
New +$10.4K ﹤0.01% 324
2015
Q4 		– Sell
-300
Closed -$17K – 135
2015
Q3 		$17K Hold
300
– – 0.01% 295
2015
Q2 		$16K Buy
+300
New +$16.6K 0.01% 230
2014
Q4 		– Sell
-140
Closed -$7K – 414
2014
Q3 		$7K Hold
140
– – ﹤0.01% 553
2014
Q2 		$8K Hold
140
– – ﹤0.01% 485
2014
Q1 		$7K Sell
140
-390
-74% -$19K ﹤0.01% 485
2013
Q4 		$25K Buy
530
+140
+36% +$6.46K 0.01% 422
2013
Q3 		$17K Buy
+390
New +$17.3K 0.01% 373

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 $3.37T AUM 44.26% 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

Waverly Advisors's AEP Position: Q2 2026 in Review

Waverly Advisors increased its American Electric Power (AEP) stake by 392% in Q2 2026, buying an estimated $19.4M and bringing the position to 185,178 shares worth $25.3M. The position accounts for 0.15% of the portfolio, ranked #134.

Waverly Advisors first reported a position in AEP in Q3 2013 and has held it in 20 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Waverly Advisors held 185,178 shares of American Electric Power worth $25.3M as of Q2 2026.
  • Waverly Advisors bought 147,560 American Electric Power shares in Q2 2026, an estimated $19.4M.
  • American Electric Power made up 0.15% of Waverly Advisors's portfolio in Q2 2026, its #134 holding.
  • Waverly Advisors first reported a position in American Electric Power in Q3 2013 and has held it in 20 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.