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Zinnia Wealth Advisory’s American Electric Power AEP Stock Holding History

Zinnia Wealth Advisory’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
-1,527
Closed -$200K – 98
2026
Q1 		$200K Buy
+1,527
New +$191K 0.22% 92

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

Zinnia Wealth Advisory's AEP Position: Q2 2026 in Review

Zinnia Wealth Advisory sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 1,527 shares — an estimated $200K sold.

Zinnia Wealth Advisory first reported a position in AEP in Q1 2026 and held it in 1 quarter. The position peaked at $200K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Zinnia Wealth Advisory reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Zinnia Wealth Advisory sold 1,527 American Electric Power shares in Q2 2026, an estimated $200K.
  • Zinnia Wealth Advisory first reported a position in American Electric Power in Q1 2026 and held it in 1 quarter.
  • Zinnia Wealth Advisory's American Electric Power position peaked at $200K in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.