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

Aries 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	$274K	Hold	2,000	–	–	0.05%	209
2026 Q1	$262K	Hold	2,000	–	–	0.06%	200
2025 Q4	$231K	Hold	2,000	–	–	0.05%	215
2025 Q3	$225K	Hold	2,000	–	–	0.05%	219
2025 Q2	$208K	Hold	2,000	–	–	0.05%	211
2025 Q1	$219K	Buy	+2,000	New	+$203K	0.06%	210
2024 Q4	–	Sell	-2,000	Closed	-$205K	–	224
2024 Q3	$205K	Buy	+2,000	New	+$195K	0.06%	217
2023 Q4	–	Sell	-2,700	Closed	-$205K	–	202
2023 Q3	$205K	Buy	2,700 +100	+4%	+$8.14K	0.08%	185
2023 Q2	$219K	Hold	2,600	–	–	0.08%	183
2023 Q1	$237K	Hold	2,600	–	–	0.1%	171
2022 Q4	$247K	Hold	2,600	–	–	0.11%	166
2022 Q3	$229K	Hold	2,600	–	–	0.1%	163
2022 Q2	$249K	Buy	+2,600	New	+$258K	0.11%	144
2022 Q1	–	Sell	-2,400	Closed	-$214K	–	78
2021 Q4	$214K	Buy	+2,400	New	+$202K	0.08%	175
2021 Q1	–	Sell	-2,649	Closed	-$210K	–	176
2020 Q4	$210K	Hold	2,649	–	–	0.1%	150
2020 Q3	$217K	Hold	2,649	–	–	0.12%	132
2020 Q2	$211K	Buy	+2,649	New	+$216K	0.13%	130

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

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

Aries Wealth Management held its American Electric Power (AEP) position steady in Q2 2026 at 2,000 shares worth $274K. The position accounts for 0.05% of the portfolio, ranked #209.

Aries Wealth Management first reported a position in AEP in Q2 2020 and has held it in 17 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Aries Wealth Management held 2,000 shares of American Electric Power worth $274K as of Q2 2026.
Aries Wealth Management left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.05% of Aries Wealth Management's portfolio in Q2 2026, its #209 holding.
Aries Wealth Management first reported a position in American Electric Power in Q2 2020 and has held it in 17 quarters since.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Aries Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.