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

Axxcess 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 		$6.31M Buy
46,134
+3,075
+7% +$405K 0.1% 193
2026
Q1 		$5.64M Buy
43,059
+323
+0.8% +$40.4K 0.18% 105
2025
Q4 		$4.93M Buy
42,736
+2,026
+5% +$239K 0.09% 214
2025
Q3 		$4.58M Buy
40,710
+75
+0.2% +$8.21K 0.1% 170
2025
Q2 		$4.22M Sell
40,635
-1,506
-4% -$157K 0.1% 167
2025
Q1 		$4.6M Buy
42,141
+2,969
+8% +$301K 0.12% 142
2024
Q4 		$3.61M Buy
39,172
+2,042
+5% +$198K 0.09% 168
2024
Q3 		$3.81M Buy
37,130
+198
+0.5% +$19.3K 0.09% 164
2024
Q2 		$3.24M Sell
36,932
-6,398
-15% -$560K 0.09% 184
2024
Q1 		$3.73M Buy
43,330
+908
+2% +$73.8K 0.1% 162
2023
Q4 		$3.45M Buy
42,422
+14,029
+49% +$1.09M 0.1% 170
2023
Q3 		$2.14M Buy
28,393
+5,868
+26% +$477K 0.07% 200
2023
Q2 		$1.9M Sell
22,525
-4,940
-18% -$436K 0.14% 139
2023
Q1 		$2.5M Buy
27,465
+259
+1% +$23.7K 0.19% 111
2022
Q4 		$2.58M Buy
27,206
+3,080
+13% +$280K 0.21% 103
2022
Q3 		$2.09M Buy
24,126
+3,491
+17% +$345K 0.2% 100
2022
Q2 		$1.98M Buy
20,635
+4
+0% +$396 0.18% 110
2022
Q1 		$2.06M Sell
20,631
-1,311
-6% -$120K 0.16% 118
2021
Q4 		$1.95M Buy
+21,942
New +$1.85M 0.14% 123

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

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

Axxcess Wealth Management increased its American Electric Power (AEP) stake by 7.1% in Q2 2026, buying an estimated $405K and bringing the position to 46,134 shares worth $6.31M. The position accounts for 0.1% of the portfolio, ranked #193.

Axxcess Wealth Management first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Axxcess Wealth Management held 46,134 shares of American Electric Power worth $6.31M as of Q2 2026.
  • Axxcess Wealth Management bought 3,075 American Electric Power shares in Q2 2026, an estimated $405K.
  • American Electric Power made up 0.1% of Axxcess Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Axxcess Wealth Management first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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