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

Angeles 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 		$478K Buy
3,492
+37
+1% +$4.87K 0.02% 282
2026
Q1 		$453K Buy
3,455
+376
+12% +$47K 0.02% 249
2025
Q4 		$355K Buy
3,079
+249
+9% +$29.4K 0.02% 267
2025
Q3 		$318K Buy
2,830
+105
+4% +$11.5K 0.02% 247
2025
Q2 		$283K Buy
2,725
+240
+10% +$25K 0.02% 274
2025
Q1 		$272K Buy
2,485
+48
+2% +$4.86K 0.02% 236
2024
Q4 		$225K Buy
2,437
+80
+3% +$7.74K 0.02% 265
2024
Q3 		$242K Buy
+2,357
New +$230K 0.02% 239

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

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

Angeles Wealth Management increased its American Electric Power (AEP) stake by 1.1% in Q2 2026, buying an estimated $4.87K and bringing the position to 3,492 shares worth $478K. The position accounts for 0.02% of the portfolio, ranked #282.

Angeles Wealth Management first reported a position in AEP in Q3 2024 and has held it in 8 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Angeles Wealth Management held 3,492 shares of American Electric Power worth $478K as of Q2 2026.
  • Angeles Wealth Management bought 37 American Electric Power shares in Q2 2026, an estimated $4.87K.
  • American Electric Power made up 0.02% of Angeles Wealth Management's portfolio in Q2 2026, its #282 holding.
  • Angeles Wealth Management first reported a position in American Electric Power in Q3 2024 and has held it in 8 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.