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Atlas Wealth’s American Electric Power AEP Stock Holding History

Atlas Wealth’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 		$313K Sell
2,287
-4
-0.2% -$527 0.04% 140
2026
Q1 		$300K Buy
2,291
+38
+2% +$4.75K 0.09% 94
2025
Q4 		$260K Buy
2,253
+113
+5% +$13.3K 0.08% 96
2025
Q3 		$241K Hold
2,140
– – 0.08% 94
2025
Q2 		$223K Hold
2,140
– – 0.08% 99
2025
Q1 		$234K Buy
+2,140
New +$217K 0.09% 87
2024
Q4 		– Sell
-2,140
Closed -$220K – 96
2024
Q3 		$220K Buy
+2,140
New +$209K 0.09% 74

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 $3.38T AUM 44.17% 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

Atlas Wealth's AEP Position: Q2 2026 in Review

Atlas Wealth reduced its American Electric Power (AEP) stake by 0.17% in Q2 2026, selling an estimated $527 and leaving 2,287 shares worth $313K. The position accounts for 0.04% of the portfolio, ranked #140.

Atlas Wealth first reported a position in AEP in Q3 2024 and has held it in 7 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Atlas Wealth held 2,287 shares of American Electric Power worth $313K as of Q2 2026.
  • Atlas Wealth sold 4 American Electric Power shares in Q2 2026, an estimated $527.
  • American Electric Power made up 0.04% of Atlas Wealth's portfolio in Q2 2026, its #140 holding.
  • Atlas Wealth first reported a position in American Electric Power in Q3 2024 and has held it in 7 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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