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Beverly Hills Private Wealth’s American Electric Power AEP Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-3,788
Closed -$496K – 257
2026
Q1 		$496K Buy
3,788
+163
+4% +$20.4K 0.08% 188
2025
Q4 		$418K Buy
3,625
+20
+0.6% +$2.36K 0.07% 205
2025
Q3 		$406K Sell
3,605
-51
-1% -$5.58K 0.07% 212
2025
Q2 		$379K Sell
3,656
-307
-8% -$31.9K 0.07% 216
2025
Q1 		$433K Sell
3,963
-15
-0.4% -$1.52K 0.09% 194
2024
Q4 		$367K Sell
3,978
-124
-3% -$12K 0.07% 212
2024
Q3 		$421K Sell
4,102
-726
-15% -$70.9K 0.09% 207
2024
Q2 		$424K Sell
4,828
-489
-9% -$42.8K 0.09% 205
2024
Q1 		$458K Buy
5,317
+467
+10% +$38K 0.11% 206
2023
Q4 		$394K Sell
4,850
-1,051
-18% -$81.6K 0.1% 207
2023
Q3 		$444K Sell
5,901
-6,360
-52% -$518K 0.13% 166
2023
Q2 		$996K Buy
12,261
+6,390
+109% +$564K 0.16% 138
2023
Q1 		$534K Buy
5,871
+767
+15% +$70.2K 0.17% 141
2022
Q4 		$485K Buy
+5,104
New +$465K 0.21% 112

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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's AEP Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 3,788 shares — an estimated $496K sold.

Beverly Hills Private Wealth first reported a position in AEP in Q4 2022 and held it in 14 quarters. The position peaked at $996K in Q2 2023. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 3,788 American Electric Power shares in Q2 2026, an estimated $496K.
  • Beverly Hills Private Wealth first reported a position in American Electric Power in Q4 2022 and held it in 14 quarters.
  • Beverly Hills Private Wealth's American Electric Power position peaked at $996K in Q2 2023.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.