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

Apollon 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 		$4.13M Buy
30,201
+818
+3% +$108K 0.05% 305
2026
Q1 		$3.85M Buy
29,383
+1,694
+6% +$212K 0.06% 255
2025
Q4 		$3.19M Sell
27,689
-1,076
-4% -$127K 0.06% 283
2025
Q3 		$3.24M Buy
28,765
+2,525
+10% +$276K 0.06% 278
2025
Q2 		$2.72M Buy
26,240
+2,175
+9% +$226K 0.05% 290
2025
Q1 		$2.63M Buy
24,065
+1,684
+8% +$171K 0.06% 277
2024
Q4 		$2.06M Buy
22,381
+1,653
+8% +$160K 0.05% 334
2024
Q3 		$2.13M Sell
20,728
-580
-3% -$56.6K 0.06% 293
2024
Q2 		$1.87M Sell
21,308
-106
-0.5% -$9.27K 0.06% 311
2024
Q1 		$1.84M Buy
21,414
+361
+2% +$29.3K 0.06% 313
2023
Q4 		$1.71M Buy
21,053
+1,928
+10% +$150K 0.06% 302
2023
Q3 		$1.44M Buy
19,125
+371
+2% +$30.2K 0.07% 273
2023
Q2 		$1.58M Buy
18,754
+8,162
+77% +$721K 0.08% 268
2023
Q1 		$964K Buy
10,592
+431
+4% +$39.4K 0.06% 339
2022
Q4 		$965K Sell
10,161
-1,193
-11% -$109K 0.07% 310
2022
Q3 		$982K Buy
11,354
+1,119
+11% +$111K 0.08% 258
2022
Q2 		$982K Buy
10,235
+769
+8% +$76.2K 0.08% 261
2022
Q1 		$944K Buy
9,466
+742
+9% +$67.8K 0.07% 297
2021
Q4 		$776K Buy
8,724
+4,455
+104% +$376K 0.06% 354
2021
Q3 		$347K Buy
+4,269
New +$373K 0.05% 321
2020
Q3 		– Sell
-182
Closed -$14K – 173
2020
Q2 		$14K Buy
+182
New +$14.9K 0.01% 430

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

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

Apollon Wealth Management increased its American Electric Power (AEP) stake by 2.8% in Q2 2026, buying an estimated $108K and bringing the position to 30,201 shares worth $4.13M. The position accounts for 0.05% of the portfolio, ranked #305.

Apollon Wealth Management first reported a position in AEP in Q2 2020 and has held it in 21 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Apollon Wealth Management held 30,201 shares of American Electric Power worth $4.13M as of Q2 2026.
  • Apollon Wealth Management bought 818 American Electric Power shares in Q2 2026, an estimated $108K.
  • American Electric Power made up 0.05% of Apollon Wealth Management's portfolio in Q2 2026, its #305 holding.
  • Apollon Wealth Management first reported a position in American Electric Power in Q2 2020 and has held it in 21 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.