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Buck Wealth Strategies’s American Electric Power AEP Stock Holding History

Buck Wealth Strategies’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 		$222K Sell
1,625
-141
-8% -$18.6K 0.02% 200
2026
Q1 		$231K Sell
1,766
-278
-14% -$34.8K 0.03% 156
2025
Q4 		$236K Sell
2,044
-8,275
-80% -$977K 0.03% 154
2025
Q3 		$1.16M Sell
10,319
-2,303
-18% -$252K 0.16% 67
2025
Q2 		$1.31M Sell
12,622
-662
-5% -$68.9K 0.2% 58
2025
Q1 		$1.45M Buy
+13,284
New +$1.35M 0.26% 51

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

Buck Wealth Strategies's AEP Position: Q2 2026 in Review

Buck Wealth Strategies reduced its American Electric Power (AEP) stake by 8% in Q2 2026, selling an estimated $18.6K and leaving 1,625 shares worth $222K. The position accounts for 0.02% of the portfolio, ranked #200.

Buck Wealth Strategies first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.45M in Q1 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Buck Wealth Strategies held 1,625 shares of American Electric Power worth $222K as of Q2 2026.
  • Buck Wealth Strategies sold 141 American Electric Power shares in Q2 2026, an estimated $18.6K.
  • American Electric Power made up 0.02% of Buck Wealth Strategies's portfolio in Q2 2026, its #200 holding.
  • Buck Wealth Strategies first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • Buck Wealth Strategies's American Electric Power position peaked at $1.45M in Q1 2025.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.