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44 Wealth Management’s American Electric Power AEP Stock Holding History

44 Wealth Management’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 		$1.51M Buy
11,044
+6,098
+123% +$803K 0.5% 71
2026
Q1 		$648K Buy
4,946
+21
+0.4% +$2.63K 0.23% 128
2025
Q4 		$568K Buy
4,925
+51
+1% +$6.02K 0.19% 135
2025
Q3 		$548K Buy
4,874
+181
+4% +$19.8K 0.19% 133
2025
Q2 		$487K Sell
4,693
-27
-0.6% -$2.81K 0.17% 141
2025
Q1 		$516K Sell
4,720
-81
-2% -$8.21K 0.19% 129
2024
Q4 		$443K Sell
4,801
-2,450
-34% -$237K 0.17% 139
2024
Q3 		$731K Buy
+7,251
New +$708K 0.26% 108
2023
Q2 		$202K Sell
2,397
-25
-1% -$2.21K 0.07% 165
2023
Q1 		$220K Buy
2,422
+6
+0.2% +$549 0.07% 166
2022
Q4 		$229K Sell
2,416
-1,117
-32% -$102K 0.08% 163
2022
Q3 		$305K Sell
3,533
-19
-0.5% -$1.88K 0.13% 135
2022
Q2 		$341K Sell
3,552
-244
-6% -$24.2K 0.13% 124
2022
Q1 		$379K Sell
3,796
-70,989
-95% -$6.49M 0.14% 128
2021
Q4 		$6.65M Buy
74,785
+71,124
+1,943% +$6M 2.31% 4
2021
Q3 		$297K Buy
3,661
+2
+0.1% +$175 0.11% 136
2021
Q2 		$310K Buy
+3,659
New +$315K 0.12% 136

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

44 Wealth Management's AEP Position: Q2 2026 in Review

44 Wealth Management increased its American Electric Power (AEP) stake by 123% in Q2 2026, buying an estimated $803K and bringing the position to 11,044 shares worth $1.51M. The position accounts for 0.5% of the portfolio, ranked #71.

44 Wealth Management first reported a position in AEP in Q2 2021 and has held it in 17 quarters since. The position peaked at $6.65M in Q4 2021. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • 44 Wealth Management held 11,044 shares of American Electric Power worth $1.51M as of Q2 2026.
  • 44 Wealth Management bought 6,098 American Electric Power shares in Q2 2026, an estimated $803K.
  • American Electric Power made up 0.5% of 44 Wealth Management's portfolio in Q2 2026, its #71 holding.
  • 44 Wealth Management first reported a position in American Electric Power in Q2 2021 and has held it in 17 quarters since.
  • 44 Wealth Management's American Electric Power position peaked at $6.65M in Q4 2021.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on 44 Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.