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

BCGM 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 		$463K Buy
3,387
+140
+4% +$18.4K 0.1% 118
2026
Q1 		$426K Hold
3,247
– – 0.11% 116
2025
Q4 		$374K Hold
3,247
– – 0.1% 126
2025
Q3 		$365K Hold
3,247
– – 0.1% 129
2025
Q2 		$337K Sell
3,247
-105
-3% -$10.9K 0.1% 125
2025
Q1 		$366K Buy
3,352
+1
+0% +$101 0.11% 115
2024
Q4 		$309K Sell
3,351
-8
-0.2% -$774 0.1% 128
2024
Q3 		$345K Buy
3,359
+154
+5% +$15K 0.11% 119
2024
Q2 		$281K Buy
3,205
+1
+0% +$87 0.1% 127
2024
Q1 		$276K Buy
3,204
+1
+0% +$81 0.1% 122
2023
Q4 		$260K Buy
3,203
+1
+0% +$78 0.11% 119
2023
Q3 		$241K Hold
3,202
– – 0.11% 111
2023
Q2 		$270K Buy
3,202
+1
+0% +$88 0.12% 102
2023
Q1 		$291K Sell
3,201
-44
-1% -$4.03K 0.15% 85
2022
Q4 		$308K Buy
3,245
+1
+0% +$91 0.15% 85
2022
Q3 		$286K Buy
3,244
+1
+0% +$99 0.14% 91
2022
Q2 		$320K Sell
3,243
-208
-6% -$20.6K 0.16% 82
2022
Q1 		$342K Buy
3,451
+210
+6% +$19.2K 0.19% 81
2021
Q4 		$288K Buy
+3,241
New +$273K 0.15% 90

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

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

BCGM Wealth Management increased its American Electric Power (AEP) stake by 4.3% in Q2 2026, buying an estimated $18.4K and bringing the position to 3,387 shares worth $463K. The position accounts for 0.1% of the portfolio, ranked #118.

BCGM Wealth Management first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. 1,985 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • BCGM Wealth Management held 3,387 shares of American Electric Power worth $463K as of Q2 2026.
  • BCGM Wealth Management bought 140 American Electric Power shares in Q2 2026, an estimated $18.4K.
  • American Electric Power made up 0.1% of BCGM Wealth Management's portfolio in Q2 2026, its #118 holding.
  • BCGM Wealth Management first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • 1,985 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on BCGM Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.