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Concord Wealth Partners’s American Electric Power AEP Stock Holding History

Concord Wealth Partners’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 		$258K Sell
1,884
-185
-9% -$24.4K 0.03% 199
2026
Q1 		$271K Sell
2,069
-1
-0% -$125 0.04% 174
2025
Q4 		$239K Buy
2,070
+1,257
+155% +$148K 0.03% 176
2025
Q3 		$91.5K Sell
813
-2,399
-75% -$262K 0.01% 263
2025
Q2 		$333K Buy
3,212
+2,015
+168% +$210K 0.05% 165
2025
Q1 		$131K Buy
1,197
+10
+0.8% +$1.01K 0.02% 220
2024
Q4 		$109K Sell
1,187
-656
-36% -$63.5K 0.02% 245
2024
Q3 		$189K Buy
1,843
+425
+30% +$41.5K 0.03% 207
2024
Q2 		$124K Sell
1,418
-2,008
-59% -$176K 0.02% 229
2024
Q1 		$295K Buy
3,426
+1,883
+122% +$153K 0.05% 173
2023
Q4 		$125K Sell
1,543
-1,539
-50% -$119K 0.03% 255
2023
Q3 		$232K Sell
3,082
-46
-1% -$3.74K 0.05% 184
2023
Q2 		$263K Buy
3,128
+60
+2% +$5.3K 0.06% 168
2023
Q1 		$279K Sell
3,068
-137
-4% -$12.5K 0.08% 121
2022
Q4 		$304K Sell
3,205
-578
-15% -$52.6K 0.09% 121
2022
Q3 		$327K Sell
3,783
-413
-10% -$40.8K 0.1% 121
2022
Q2 		$403K Sell
4,196
-171
-4% -$16.9K 0.11% 117
2022
Q1 		$436K Sell
4,367
-51
-1% -$4.66K 0.11% 112
2021
Q4 		$393K Sell
4,418
-848
-16% -$71.5K 0.1% 117
2021
Q3 		$427K Sell
5,266
-452
-8% -$39.5K 0.17% 41
2021
Q2 		$484K Buy
5,718
+207
+4% +$17.8K 0.14% 67
2021
Q1 		$467K Sell
5,511
-230
-4% -$18.5K 0.16% 62
2020
Q4 		$478K Buy
+5,741
New +$498K 0.37% 33

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

Concord Wealth Partners's AEP Position: Q2 2026 in Review

Concord Wealth Partners reduced its American Electric Power (AEP) stake by 8.9% in Q2 2026, selling an estimated $24.4K and leaving 1,884 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #199.

Concord Wealth Partners first reported a position in AEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $484K in Q2 2021. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Concord Wealth Partners held 1,884 shares of American Electric Power worth $258K as of Q2 2026.
  • Concord Wealth Partners sold 185 American Electric Power shares in Q2 2026, an estimated $24.4K.
  • American Electric Power made up 0.03% of Concord Wealth Partners's portfolio in Q2 2026, its #199 holding.
  • Concord Wealth Partners first reported a position in American Electric Power in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's American Electric Power position peaked at $484K in Q2 2021.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.