Bellars Harris Wealth Management, LLC’s American Electric Power AEP Stock Holding History

Bellars Harris Wealth Management, LLC’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	$10.4M	Buy	+75,847	New	+$9.99M	2.11%	8

Other funds holding AEP

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Antipodes Partners Royal Exchange, Australia $5.46B AUM 26.64% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's AEP Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in American Electric Power (AEP) in Q2 2026: 75,847 shares worth $10.4M. The stake represents 2.11% of the portfolio and ranks #8 among its holdings.

1,168 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Bellars Harris Wealth Management, LLC held 75,847 shares of American Electric Power worth $10.4M as of Q2 2026.
American Electric Power was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
American Electric Power made up 2.11% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #8 holding.
1,168 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.