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55 North Private Wealth’s American Electric Power AEP Stock Holding History

55 North Private Wealth’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 		$260K Buy
1,898
+217
+13% +$28.6K 0.05% 206
2026
Q1 		$220K Sell
1,681
-902
-35% -$113K 0.06% 191
2025
Q4 		$298K Buy
+2,583
New +$305K 0.08% 132

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

55 North Private Wealth's AEP Position: Q2 2026 in Review

55 North Private Wealth increased its American Electric Power (AEP) stake by 13% in Q2 2026, buying an estimated $28.6K and bringing the position to 1,898 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #206.

55 North Private Wealth first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $298K in Q4 2025. 1,968 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • 55 North Private Wealth held 1,898 shares of American Electric Power worth $260K as of Q2 2026.
  • 55 North Private Wealth bought 217 American Electric Power shares in Q2 2026, an estimated $28.6K.
  • American Electric Power made up 0.05% of 55 North Private Wealth's portfolio in Q2 2026, its #206 holding.
  • 55 North Private Wealth first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 55 North Private Wealth's American Electric Power position peaked at $298K in Q4 2025.
  • 1,968 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.