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Confluence Wealth Services’s American Electric Power AEP Stock Holding History

Confluence Wealth Services’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 		$1.5M Buy
10,950
+680
+7% +$89.6K 0.04% 184
2026
Q1 		$1.35M Buy
10,270
+2,833
+38% +$354K 0.05% 161
2025
Q4 		$857K Sell
7,437
-616
-8% -$72.8K 0.04% 202
2025
Q3 		$906K Hold
8,053
– – 0.04% 187
2025
Q2 		$836K Sell
8,053
-24
-0.3% -$2.5K 0.05% 189
2025
Q1 		$864K Buy
8,077
+2,976
+58% +$301K 0.05% 173
2024
Q4 		$497K Hold
5,101
– – 0.03% 220
2024
Q3 		$523K Buy
5,101
+2,046
+67% +$200K 0.04% 216
2024
Q2 		$268K Sell
3,055
-33
-1% -$2.89K 0.02% 321
2024
Q1 		$266K Sell
3,088
-163
-5% -$13.3K 0.02% 289
2023
Q4 		$264K Buy
3,251
+233
+8% +$18.1K 0.03% 252
2023
Q3 		$227K Buy
3,018
+150
+5% +$12.2K 0.04% 243
2023
Q2 		$242K Buy
2,868
+5
+0.2% +$442 0.05% 239
2023
Q1 		$261K Buy
2,863
+72
+3% +$6.59K 0.06% 216
2022
Q4 		$265K Buy
2,791
+5
+0.2% +$455 0.07% 193
2022
Q3 		$240K Buy
2,786
+3
+0.1% +$297 0.1% 194
2022
Q2 		$281K Buy
2,783
+4
+0.1% +$396 0.12% 205
2022
Q1 		$277K Sell
2,779
-9
-0.3% -$822 0.1% 200
2021
Q4 		$248K Buy
+2,788
New +$235K 0.08% 201

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

Confluence Wealth Services's AEP Position: Q2 2026 in Review

Confluence Wealth Services increased its American Electric Power (AEP) stake by 6.6% in Q2 2026, buying an estimated $89.6K and bringing the position to 10,950 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #184.

Confluence Wealth Services first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Confluence Wealth Services held 10,950 shares of American Electric Power worth $1.5M as of Q2 2026.
  • Confluence Wealth Services bought 680 American Electric Power shares in Q2 2026, an estimated $89.6K.
  • American Electric Power made up 0.04% of Confluence Wealth Services's portfolio in Q2 2026, its #184 holding.
  • Confluence Wealth Services first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.