Biltmore Family Office’s American Electric Power AEP Stock Holding History

Biltmore Family Office’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	$203K	Buy	+1,484	New	+$195K	0.03%	255
2026 Q1	–	Sell	-1,828	Closed	-$211K	–	327
2025 Q4	$211K	Sell	1,828 -620	-25%	-$73.2K	0.03%	225
2025 Q3	$275K	Sell	2,448 -544	-18%	-$59.5K	0.04%	190
2025 Q2	$310K	Sell	2,992 -148	-5%	-$15.4K	0.05%	170
2025 Q1	$343K	Buy	+3,140	New	+$318K	0.06%	161
2024 Q3	–	Sell	-2,439	Closed	-$214K	–	271
2024 Q2	$214K	Buy	+2,439	New	+$213K	0.04%	178
2023 Q2	–	Sell	-2,360	Closed	-$215K	–	229
2023 Q1	$215K	Buy	+2,360	New	+$216K	0.05%	215

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

Biltmore Family Office's AEP Position: Q2 2026 in Review

Biltmore Family Office opened a new position in American Electric Power (AEP) in Q2 2026: 1,484 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #255 among its holdings. This is a return to the name: Biltmore Family Office previously reported a position in AEP as recently as Q4 2025.

Biltmore Family Office first reported a position in AEP in Q1 2023 and has held it in 7 quarters since. The position peaked at $343K in Q1 2025. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Biltmore Family Office held 1,484 shares of American Electric Power worth $203K as of Q2 2026.
American Electric Power was a new Biltmore Family Office position in Q2 2026.
American Electric Power made up 0.03% of Biltmore Family Office's portfolio in Q2 2026, its #255 holding.
Biltmore Family Office first reported a position in American Electric Power in Q1 2023 and has held it in 7 quarters since.
Biltmore Family Office's American Electric Power position peaked at $343K in Q1 2025.
1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.