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

Bullock 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 		$43.9K Hold
325
– – 0.02% 295
2026
Q1 		$42.8K Hold
325
– – 0.02% 287
2025
Q4 		$37.5K Hold
325
– – 0.02% 291
2025
Q3 		$36.6K Hold
325
– – 0.02% 289
2025
Q2 		$33.9K Hold
325
– – 0.02% 272
2025
Q1 		$35.2K Hold
325
– – 0.02% 268
2024
Q4 		$30K Hold
325
– – 0.02% 285
2024
Q3 		$33.2K Hold
325
– – 0.02% 269
2024
Q2 		$28.4K Hold
325
– – 0.02% 275
2024
Q1 		$27.5K Buy
+325
New +$26.4K 0.02% 280

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

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

Bullock Wealth Management held its American Electric Power (AEP) position steady in Q2 2026 at 325 shares worth $43.9K. The position accounts for 0.02% of the portfolio, ranked #295.

Bullock Wealth Management first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Bullock Wealth Management held 325 shares of American Electric Power worth $43.9K as of Q2 2026.
  • Bullock Wealth Management left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.02% of Bullock Wealth Management's portfolio in Q2 2026, its #295 holding.
  • Bullock Wealth Management first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.