Corient Private Wealth
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Corient Private Wealth’s American Electric Power AEP Stock Holding History

Corient Private Wealth’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 		$17.9M Sell
131,046
-34,637
-21% -$4.56M 0.02% 450
2026
Q1 		$21.4M Sell
165,683
-4,690
-3% -$587K 0.03% 387
2025
Q4 		$19.6M Buy
170,373
+11,000
+7% +$1.3M 0.03% 410
2025
Q3 		$17.6M Buy
159,373
+12,950
+9% +$1.42M 0.03% 414
2025
Q2 		$15.2M Sell
146,423
-428
-0.3% -$44.5K 0.02% 435
2025
Q1 		$16M Sell
146,851
-6,291
-4% -$637K 0.03% 425
2024
Q4 		$14.1M Sell
153,142
-5,184
-3% -$502K 0.02% 447
2024
Q3 		$16.2M Sell
158,326
-2,213
-1% -$216K 0.03% 457
2024
Q2 		$14.1M Buy
160,539
+2,354
+1% +$206K 0.02% 451
2024
Q1 		$13.6M Sell
158,185
-757
-0.5% -$61.5K 0.02% 460
2023
Q4 		$12.9M Buy
158,942
+2,961
+2% +$230K 0.02% 471
2023
Q3 		$11.7M Buy
155,981
+7,721
+5% +$628K 0.03% 448
2023
Q2 		$12.5M Sell
148,260
-6,206
-4% -$548K 0.03% 434
2023
Q1 		$14.1M Buy
154,466
+33,568
+28% +$3.07M 0.04% 374
2022
Q4 		$11.5M Buy
+120,898
New +$11M 0.04% 347

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

Corient Private Wealth's AEP Position: Q2 2026 in Review

Corient Private Wealth reduced its American Electric Power (AEP) stake by 21% in Q2 2026, selling an estimated $4.56M and leaving 131,046 shares worth $17.9M. The position accounts for 0.02% of the portfolio, ranked #450.

Corient Private Wealth first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. The position peaked at $21.4M in Q1 2026. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Corient Private Wealth held 131,046 shares of American Electric Power worth $17.9M as of Q2 2026.
  • Corient Private Wealth sold 34,637 American Electric Power shares in Q2 2026, an estimated $4.56M.
  • American Electric Power made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #450 holding.
  • Corient Private Wealth first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's American Electric Power position peaked at $21.4M in Q1 2026.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.