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Barnes Wealth Management Group’s American Electric Power AEP Stock Holding History

Barnes Wealth Management Group’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 		$276K Sell
2,015
-32
-2% -$4.22K 0.13% 150
2026
Q1 		$268K Buy
2,047
+26
+1% +$3.25K 0.14% 149
2025
Q4 		$233K Buy
2,021
+11
+0.5% +$1.3K 0.12% 157
2025
Q3 		$226K Buy
+2,010
New +$220K 0.12% 161

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

Barnes Wealth Management Group's AEP Position: Q2 2026 in Review

Barnes Wealth Management Group reduced its American Electric Power (AEP) stake by 1.6% in Q2 2026, selling an estimated $4.22K and leaving 2,015 shares worth $276K. The position accounts for 0.13% of the portfolio, ranked #150.

Barnes Wealth Management Group first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Barnes Wealth Management Group held 2,015 shares of American Electric Power worth $276K as of Q2 2026.
  • Barnes Wealth Management Group sold 32 American Electric Power shares in Q2 2026, an estimated $4.22K.
  • American Electric Power made up 0.13% of Barnes Wealth Management Group's portfolio in Q2 2026, its #150 holding.
  • Barnes Wealth Management Group first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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