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Cassaday & Co Wealth Management’s American Electric Power AEP Stock Holding History

Cassaday & Co 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 		$661K Sell
4,829
-347
-7% -$45.7K 0.01% 198
2026
Q1 		$678K Sell
5,176
-458
-8% -$57.3K 0.01% 181
2025
Q4 		$650K Buy
5,634
+135
+2% +$15.9K 0.01% 192
2025
Q3 		$619K Sell
5,499
-466
-8% -$51K 0.01% 192
2025
Q2 		$619K Buy
5,965
+677
+13% +$70.4K 0.02% 183
2025
Q1 		$578K Sell
5,288
-37
-0.7% -$3.75K 0.02% 180
2024
Q4 		$491K Sell
5,325
-348
-6% -$33.7K 0.01% 195
2024
Q3 		$582K Buy
5,673
+702
+14% +$68.5K 0.02% 170
2024
Q2 		$436K Buy
4,971
+19
+0.4% +$1.66K 0.01% 187
2024
Q1 		$426K Buy
4,952
+1,029
+26% +$83.7K 0.01% 185
2023
Q4 		$319K Buy
3,923
+49
+1% +$3.8K 0.01% 196
2023
Q3 		$291K Buy
3,874
+16
+0.4% +$1.3K 0.01% 195
2023
Q2 		$325K Sell
3,858
-20
-0.5% -$1.77K 0.01% 189
2023
Q1 		$353K Buy
3,878
+365
+10% +$33.4K 0.02% 188
2022
Q4 		$334K Buy
+3,513
New +$320K 0.02% 187

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 $3.37T AUM 44.26% 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

Cassaday & Co Wealth Management's AEP Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its American Electric Power (AEP) stake by 6.7% in Q2 2026, selling an estimated $45.7K and leaving 4,829 shares worth $661K. The position accounts for 0.01% of the portfolio, ranked #198.

Cassaday & Co Wealth Management first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $678K in Q1 2026. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Cassaday & Co Wealth Management held 4,829 shares of American Electric Power worth $661K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 347 American Electric Power shares in Q2 2026, an estimated $45.7K.
  • American Electric Power made up 0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Cassaday & Co Wealth Management first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
  • Cassaday & Co Wealth Management's American Electric Power position peaked at $678K in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.