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Bay Harbor Wealth Management’s American Electric Power AEP Stock Holding History

Bay Harbor 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 		$10.7K Buy
78
+15
+24% +$1.98K ﹤0.01% 278
2026
Q1 		$8.26K Buy
63
+19
+43% +$2.38K ﹤0.01% 255
2025
Q4 		$5.07K Buy
44
+15
+52% +$1.77K ﹤0.01% 286
2025
Q3 		$3.26K Buy
29
+5
+21% +$547 ﹤0.01% 279
2025
Q2 		$2.49K Buy
24
+12
+100% +$1.25K ﹤0.01% 270
2025
Q1 		$1.31K Buy
+12
New +$1.22K ﹤0.01% 253
2021
Q4 		– Sell
-42
Closed -$3K – 160
2021
Q3 		$3K Sell
42
-177
-81% -$15.4K ﹤0.01% 168
2021
Q2 		$19K Sell
219
-251
-53% -$21.6K 0.01% 159
2021
Q1 		$40K Sell
470
-148
-24% -$11.9K 0.02% 152
2020
Q4 		$51K Sell
618
-236
-28% -$20.5K 0.02% 159
2020
Q3 		$70K Sell
854
-15
-2% -$1.24K 0.03% 127
2020
Q2 		$69K Buy
+869
New +$70.9K 0.04% 126
2019
Q2 		– Sell
-1,284
Closed -$111K – 351
2019
Q1 		$108K Sell
1,284
-427
-25% -$34K 0.07% 116
2018
Q4 		$128K Buy
+1,711
New +$128K 0.1% 106

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

Bay Harbor Wealth Management's AEP Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its American Electric Power (AEP) stake by 24% in Q2 2026, buying an estimated $1.98K and bringing the position to 78 shares worth $10.7K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Bay Harbor Wealth Management first reported a position in AEP in Q4 2018 and has held it in 14 quarters since. The position peaked at $128K in Q4 2018. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Bay Harbor Wealth Management held 78 shares of American Electric Power worth $10.7K as of Q2 2026.
  • Bay Harbor Wealth Management bought 15 American Electric Power shares in Q2 2026, an estimated $1.98K.
  • American Electric Power made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #278 holding.
  • Bay Harbor Wealth Management first reported a position in American Electric Power in Q4 2018 and has held it in 14 quarters since.
  • Bay Harbor Wealth Management's American Electric Power position peaked at $128K in Q4 2018.
  • 1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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