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

49 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	–	Sell	-5,044	Closed	-$661K	–	192
2026 Q1	$661K	Buy	5,044 +73	+1%	+$9.13K	0.05%	95
2025 Q4	$573K	Buy	4,971 +220	+5%	+$26K	0.05%	98
2025 Q3	$534K	Buy	4,751 +316	+7%	+$34.6K	0.05%	88
2025 Q2	$460K	Buy	4,435 +586	+15%	+$61K	0.05%	90
2025 Q1	$421K	Buy	+3,849	New	+$390K	0.05%	103

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

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

49 Wealth Management sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 5,044 shares — an estimated $661K sold.

49 Wealth Management first reported a position in AEP in Q1 2025 and held it in 5 quarters. The position peaked at $661K in Q1 2026. 1,981 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

49 Wealth Management reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 5,044 American Electric Power shares in Q2 2026, an estimated $661K.
49 Wealth Management first reported a position in American Electric Power in Q1 2025 and held it in 5 quarters.
49 Wealth Management's American Electric Power position peaked at $661K in Q1 2026.
1,981 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.