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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

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 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. 325 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.
  • 325 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.