Blue Bell Private Wealth Management’s American Electric Power AEP Stock Holding History

Blue Bell Private 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	$115K	Hold	841	–	–	0.01%	339
2026 Q1	$110K	Hold	841	–	–	0.02%	329
2025 Q4	$97K	Buy	841 +21	+3%	+$2.48K	0.01%	332
2025 Q3	$92.3K	Hold	820	–	–	0.01%	324
2025 Q2	$85.1K	Sell	820 -59	-7%	-$6.14K	0.01%	326
2025 Q1	$96K	Hold	879	–	–	0.02%	295
2024 Q4	$81.1K	Buy	879 +5	+0.6%	+$484	0.02%	301
2024 Q3	$89.7K	Hold	874	–	–	0.02%	289
2024 Q2	$76.7K	Buy	874 +37	+4%	+$3.24K	0.02%	306
2024 Q1	$72.1K	Buy	837 +2	+0.2%	+$163	0.02%	300
2023 Q4	$67.8K	Hold	835	–	–	0.02%	283
2023 Q3	$62.8K	Buy	835 +15	+2%	+$1.22K	0.02%	244
2023 Q2	$69K	Hold	820	–	–	0.02%	229
2023 Q1	$74.6K	Hold	820	–	–	0.02%	203
2022 Q4	$77.9K	Hold	820	–	–	0.03%	187
2022 Q3	$71K	Sell	820 -72	-8%	-$7.12K	0.03%	186
2022 Q2	$86K	Hold	892	–	–	0.03%	172
2022 Q1	$89K	Hold	892	–	–	0.03%	177
2021 Q4	$79K	Buy	+892	New	+$75.2K	0.02%	183
2016 Q4	–	Sell	-1,092	Closed	-$71K	–	271
2016 Q3	$71K	Hold	1,092	–	–	0.04%	166
2016 Q2	$77K	Hold	1,092	–	–	0.05%	157
2016 Q1	$73K	Buy	1,092 +272	+33%	+$16.8K	0.05%	180
2015 Q4	$48K	Hold	820	–	–	0.03%	219
2015 Q3	$47K	Hold	820	–	–	0.03%	223
2015 Q2	$43K	Hold	820	–	–	0.03%	235
2015 Q1	$46K	Hold	820	–	–	0.03%	225
2014 Q4	$49K	Sell	820 -200	-20%	-$11.4K	0.03%	227
2014 Q3	$53K	Hold	1,020	–	–	0.03%	225
2014 Q2	$57K	Hold	1,020	–	–	0.03%	208
2014 Q1	$52K	Hold	1,020	–	–	0.04%	184
2013 Q4	$48K	Buy	+1,020	New	+$47.1K	0.04%	193

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 $3.38T AUM 44.17% 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

Blue Bell Private Wealth Management's AEP Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its American Electric Power (AEP) position steady in Q2 2026 at 841 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #339.

Blue Bell Private Wealth Management first reported a position in AEP in Q4 2013 and has held it in 31 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Blue Bell Private Wealth Management held 841 shares of American Electric Power worth $115K as of Q2 2026.
Blue Bell Private Wealth Management left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #339 holding.
Blue Bell Private Wealth Management first reported a position in American Electric Power in Q4 2013 and has held it in 31 quarters since.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.