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Beaird Harris Wealth Management’s American Electric Power AEP Stock Holding History

Beaird Harris 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 		$69.2K Buy
506
+247
+95% +$32.5K ﹤0.01% 237
2026
Q1 		$34K Sell
259
-325
-56% -$40.7K ﹤0.01% 279
2025
Q4 		$67.3K Buy
584
+226
+63% +$26.7K ﹤0.01% 222
2025
Q3 		$40.3K Sell
358
-12
-3% -$1.31K ﹤0.01% 273
2025
Q2 		$38.4K Buy
370
+12
+3% +$1.25K ﹤0.01% 276
2025
Q1 		$39.1K Hold
358
– – ﹤0.01% 244
2024
Q4 		$33K Buy
358
+208
+139% +$20.1K ﹤0.01% 270
2024
Q3 		$15.4K Hold
150
– – ﹤0.01% 309
2024
Q2 		$13.2K Hold
150
– – ﹤0.01% 345
2024
Q1 		$12.9K Buy
150
+48
+47% +$3.9K ﹤0.01% 312
2023
Q4 		$8.29K Buy
+102
New +$7.92K ﹤0.01% 341
2022
Q3 		– Sell
-100
Closed -$10K – 480
2022
Q2 		$10K Sell
100
-45
-31% -$4.46K ﹤0.01% 245
2022
Q1 		$14K Buy
145
+45
+45% +$4.11K 0.01% 283
2021
Q4 		$9K Buy
+100
New +$8.44K ﹤0.01% 408

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

Beaird Harris Wealth Management's AEP Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its American Electric Power (AEP) stake by 95% in Q2 2026, buying an estimated $32.5K and bringing the position to 506 shares worth $69.2K. The position accounts for ﹤0.01% of the portfolio, ranked #237.

Beaird Harris Wealth Management first reported a position in AEP in Q4 2021 and has held it in 14 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Beaird Harris Wealth Management held 506 shares of American Electric Power worth $69.2K as of Q2 2026.
  • Beaird Harris Wealth Management bought 247 American Electric Power shares in Q2 2026, an estimated $32.5K.
  • American Electric Power made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Beaird Harris Wealth Management first reported a position in American Electric Power in Q4 2021 and has held it in 14 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.