BKM Wealth Management’s American Electric Power AEP Stock Holding History

BKM 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	$715K	Sell	5,229 -14	-0.3%	-$1.84K	0.25%	87
2026 Q1	$687K	Sell	5,243 -1	-0%	-$125	0.25%	87
2025 Q4	$605K	Sell	5,244 -3	-0.1%	-$354	0.22%	94
2025 Q3	$590K	Buy	5,247 +4	+0.1%	+$438	0.22%	95
2025 Q2	$544K	Buy	5,243 +3	+0.1%	+$312	0.21%	101
2025 Q1	$573K	Sell	5,240 -7	-0.1%	-$709	0.24%	99
2024 Q4	$484K	Buy	5,247 +26	+0.5%	+$2.52K	0.2%	108
2024 Q3	$536K	Buy	+5,221	New	+$510K	0.22%	113
2024 Q2	–	Sell	-5,435	Closed	-$468K	–	141
2024 Q1	$468K	Buy	5,435 +1,410	+35%	+$115K	0.2%	112
2023 Q4	$327K	Buy	+4,025	New	+$312K	0.14%	125

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

BKM Wealth Management's AEP Position: Q2 2026 in Review

BKM Wealth Management reduced its American Electric Power (AEP) stake by 0.27% in Q2 2026, selling an estimated $1.84K and leaving 5,229 shares worth $715K. The position accounts for 0.25% of the portfolio, ranked #87.

BKM Wealth Management first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

BKM Wealth Management held 5,229 shares of American Electric Power worth $715K as of Q2 2026.
BKM Wealth Management sold 14 American Electric Power shares in Q2 2026, an estimated $1.84K.
American Electric Power made up 0.25% of BKM Wealth Management's portfolio in Q2 2026, its #87 holding.
BKM Wealth Management first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.