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

Aberdeen 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	$624K	Sell	4,563 -495	-10%	-$65.2K	0.3%	58
2026 Q1	$663K	Hold	5,058	–	–	0.3%	69
2025 Q4	$583K	Sell	5,058 -225	-4%	-$26.6K	0.27%	79
2025 Q3	$594K	Hold	5,283	–	–	0.37%	75
2025 Q2	$548K	Hold	5,283	–	–	0.36%	77
2025 Q1	$577K	Hold	5,283	–	–	0.4%	74
2024 Q4	$487K	Sell	5,283 -150	-3%	-$14.5K	0.33%	84
2024 Q3	$557K	Hold	5,433	–	–	0.37%	84
2024 Q2	$477K	Hold	5,433	–	–	0.32%	92
2024 Q1	$468K	Hold	5,433	–	–	0.27%	98
2023 Q4	$441K	Hold	5,433	–	–	0.32%	93
2023 Q3	$409K	Hold	5,433	–	–	0.31%	92
2023 Q2	$457K	Hold	5,433	–	–	0.33%	86
2023 Q1	$494K	Hold	5,433	–	–	0.37%	79
2022 Q4	$516K	Hold	5,433	–	–	0.39%	71
2022 Q3	$470K	Hold	5,433	–	–	0.41%	70
2022 Q2	$521K	Hold	5,433	–	–	0.41%	68
2022 Q1	$542K	Hold	5,433	–	–	0.37%	75
2021 Q4	$483K	Hold	5,433	–	–	0.32%	86
2021 Q3	$441K	Buy	5,433 +40	+0.7%	+$3.49K	0.43%	77
2021 Q2	$456K	Hold	5,393	–	–	0.42%	80
2021 Q1	$457K	Sell	5,393 -186	-3%	-$15K	0.36%	87
2020 Q4	$465K	Buy	5,579 +186	+3%	+$16.1K	0.35%	75
2020 Q3	$441K	Hold	5,393	–	–	0.42%	69
2020 Q2	$429K	Hold	5,393	–	–	0.46%	72
2020 Q1	$431K	Hold	5,393	–	–	0.52%	60
2019 Q4	$510K	Buy	+5,393	New	+$498K	0.38%	68

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

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

Aberdeen Wealth Management reduced its American Electric Power (AEP) stake by 9.8% in Q2 2026, selling an estimated $65.2K and leaving 4,563 shares worth $624K. The position accounts for 0.3% of the portfolio, ranked #58.

Aberdeen Wealth Management first reported a position in AEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $663K in Q1 2026. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Aberdeen Wealth Management held 4,563 shares of American Electric Power worth $624K as of Q2 2026.
Aberdeen Wealth Management sold 495 American Electric Power shares in Q2 2026, an estimated $65.2K.
American Electric Power made up 0.3% of Aberdeen Wealth Management's portfolio in Q2 2026, its #58 holding.
Aberdeen Wealth Management first reported a position in American Electric Power in Q4 2019 and has held it in 27 quarters since.
Aberdeen Wealth Management's American Electric Power position peaked at $663K in Q1 2026.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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