Baldwin Wealth Partners’s American Electric Power AEP Stock Holding History

Baldwin Wealth Partners’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	$589K	Hold	4,305	–	–	0.04%	136
2026 Q1	$564K	Buy	+4,305	New	+$539K	0.04%	136
2024 Q4	–	Sell	-175	Closed	-$18K	–	247
2024 Q3	$18K	Buy	175 +46	+36%	+$4.49K	﹤0.01%	713
2024 Q2	$11.3K	Hold	129	–	–	﹤0.01%	526
2024 Q1	$11.1K	Hold	129	–	–	﹤0.01%	546
2023 Q4	$10.5K	Sell	129 -250	-66%	-$19.4K	﹤0.01%	568
2023 Q3	$28.5K	Hold	379	–	–	﹤0.01%	471
2023 Q2	$31.9K	Hold	379	–	–	﹤0.01%	474
2023 Q1	$34.5K	Hold	379	–	–	﹤0.01%	470
2022 Q4	$36K	Buy	379 +250	+194%	+$22.8K	﹤0.01%	458
2022 Q3	$11K	Hold	129	–	–	﹤0.01%	505
2022 Q2	$12K	Hold	129	–	–	﹤0.01%	516
2022 Q1	$13K	Hold	129	–	–	﹤0.01%	512
2021 Q4	$11K	Hold	129	–	–	﹤0.01%	496
2021 Q3	$10K	Hold	129	–	–	﹤0.01%	519
2021 Q2	$11K	Hold	129	–	–	﹤0.01%	523
2021 Q1	$11K	Hold	129	–	–	﹤0.01%	503
2020 Q4	$11K	Hold	129	–	–	﹤0.01%	441
2020 Q3	$11K	Hold	129	–	–	﹤0.01%	428
2020 Q2	$10K	Hold	129	–	–	﹤0.01%	428
2020 Q1	$10K	Hold	129	–	–	﹤0.01%	424
2019 Q4	$12K	Hold	129	–	–	﹤0.01%	441
2019 Q3	$12K	Hold	129	–	–	﹤0.01%	437
2019 Q2	$11K	Hold	129	–	–	﹤0.01%	442
2019 Q1	$11K	Hold	129	–	–	﹤0.01%	444
2018 Q4	$10K	Hold	129	–	–	﹤0.01%	435
2018 Q3	$9K	Hold	129	–	–	﹤0.01%	468
2018 Q2	$9K	Hold	129	–	–	﹤0.01%	463
2018 Q1	$9K	Hold	129	–	–	﹤0.01%	438
2017 Q4	$9K	Hold	129	–	–	﹤0.01%	419
2017 Q3	$9K	Hold	129	–	–	﹤0.01%	412
2017 Q2	$9K	Hold	129	–	–	﹤0.01%	426
2017 Q1	$9K	Sell	129 -103	-44%	-$6.67K	﹤0.01%	428
2016 Q4	$15K	Hold	232	–	–	﹤0.01%	392
2016 Q3	$15K	Buy	232 +103	+80%	+$6.93K	﹤0.01%	411
2016 Q2	$9K	Hold	129	–	–	﹤0.01%	400
2016 Q1	$9K	Buy	+129	New	+$7.98K	﹤0.01%	419

Other funds holding AEP

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

JIC

Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

WHRC

W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Baldwin Wealth Partners's AEP Position: Q2 2026 in Review

Baldwin Wealth Partners held its American Electric Power (AEP) position steady in Q2 2026 at 4,305 shares worth $589K. The position accounts for 0.04% of the portfolio, ranked #136.

Baldwin Wealth Partners first reported a position in AEP in Q1 2016 and has held it in 37 quarters since. 893 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Baldwin Wealth Partners held 4,305 shares of American Electric Power worth $589K as of Q2 2026.
Baldwin Wealth Partners left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.04% of Baldwin Wealth Partners's portfolio in Q2 2026, its #136 holding.
Baldwin Wealth Partners first reported a position in American Electric Power in Q1 2016 and has held it in 37 quarters since.
893 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Baldwin Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.