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

Bellars 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	$10.4M	Buy	+75,847	New	+$9.99M	2.11%	8

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Bellars Harris Wealth Management opened a new position in American Electric Power (AEP) in Q2 2026: 75,847 shares worth $10.4M. The stake represents 2.11% of the portfolio and ranks #8 among its holdings.

1,968 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Bellars Harris Wealth Management held 75,847 shares of American Electric Power worth $10.4M as of Q2 2026.
American Electric Power was a new Bellars Harris Wealth Management position in Q2 2026.
American Electric Power made up 2.11% of Bellars Harris Wealth Management's portfolio in Q2 2026, its #8 holding.
1,968 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bellars Harris Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.