BPWM
AEP icon

Badgley Phelps Wealth Managers’s American Electric Power AEP Stock Holding History

Badgley Phelps Wealth Managers’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 		$210K Sell
1,537
-1,271
-45% -$167K ﹤0.01% 325
2026
Q1 		$368K Buy
2,808
+421
+18% +$52.7K 0.01% 264
2025
Q4 		$275K Buy
+2,387
New +$282K 0.01% 289
2024
Q2 		– Sell
-1,744
Closed -$150K – 258
2024
Q1 		$150K Buy
+1,744
New +$142K ﹤0.01% 247

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

Badgley Phelps Wealth Managers's AEP Position: Q2 2026 in Review

Badgley Phelps Wealth Managers reduced its American Electric Power (AEP) stake by 45% in Q2 2026, selling an estimated $167K and leaving 1,537 shares worth $210K. The position accounts for ﹤0.01% of the portfolio, ranked #325.

Badgley Phelps Wealth Managers first reported a position in AEP in Q1 2024 and has held it in 4 quarters since. The position peaked at $368K in Q1 2026. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Badgley Phelps Wealth Managers held 1,537 shares of American Electric Power worth $210K as of Q2 2026.
  • Badgley Phelps Wealth Managers sold 1,271 American Electric Power shares in Q2 2026, an estimated $167K.
  • American Electric Power made up ﹤0.01% of Badgley Phelps Wealth Managers's portfolio in Q2 2026, its #325 holding.
  • Badgley Phelps Wealth Managers first reported a position in American Electric Power in Q1 2024 and has held it in 4 quarters since.
  • Badgley Phelps Wealth Managers's American Electric Power position peaked at $368K in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Badgley Phelps Wealth Managers's 13F filing for Q2 2026, filed 31 Jul 2026.