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CreativeOne Wealth’s American Electric Power AEP Stock Holding History

CreativeOne 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 		$1.34M Sell
9,801
-1,108
-10% -$146K 0.03% 475
2026
Q1 		$1.43M Sell
10,909
-321
-3% -$40.2K 0.03% 451
2025
Q4 		$1.29M Buy
11,230
+38
+0.3% +$4.49K 0.03% 458
2025
Q3 		$1.26M Buy
11,192
+31
+0.3% +$3.39K 0.03% 463
2025
Q2 		$1.16M Buy
11,161
+9
+0.1% +$936 0.03% 489
2025
Q1 		$1.22M Buy
11,152
+1,218
+12% +$123K 0.04% 423
2024
Q4 		$916K Buy
9,934
+926
+10% +$89.6K 0.03% 497
2024
Q3 		$924K Buy
9,008
+564
+7% +$55K 0.03% 454
2024
Q2 		$741K Buy
8,444
+694
+9% +$60.7K 0.04% 388
2024
Q1 		$668K Buy
7,750
+1,375
+22% +$112K 0.03% 480
2023
Q4 		$518K Buy
6,375
+177
+3% +$13.7K 0.03% 361
2023
Q3 		$466K Sell
6,198
-1,725
-22% -$140K 0.03% 346
2023
Q2 		$667K Buy
7,923
+400
+5% +$35.3K 0.03% 415
2023
Q1 		$685K Buy
7,523
+2,244
+43% +$205K 0.03% 388
2022
Q4 		$501K Buy
5,279
+879
+20% +$80K 0.03% 432
2022
Q3 		$380K Buy
4,400
+302
+7% +$29.9K 0.02% 471
2022
Q2 		$393K Buy
4,098
+215
+6% +$21.3K 0.02% 468
2022
Q1 		$387K Buy
+3,883
New +$355K 0.02% 504
2021
Q3 		– Sell
-2,724
Closed -$230K – 688
2021
Q2 		$230K Buy
+2,724
New +$235K 0.01% 611

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

CreativeOne Wealth's AEP Position: Q2 2026 in Review

CreativeOne Wealth reduced its American Electric Power (AEP) stake by 10% in Q2 2026, selling an estimated $146K and leaving 9,801 shares worth $1.34M. The position accounts for 0.03% of the portfolio, ranked #475.

CreativeOne Wealth first reported a position in AEP in Q2 2021 and has held it in 19 quarters since. The position peaked at $1.43M in Q1 2026. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • CreativeOne Wealth held 9,801 shares of American Electric Power worth $1.34M as of Q2 2026.
  • CreativeOne Wealth sold 1,108 American Electric Power shares in Q2 2026, an estimated $146K.
  • American Electric Power made up 0.03% of CreativeOne Wealth's portfolio in Q2 2026, its #475 holding.
  • CreativeOne Wealth first reported a position in American Electric Power in Q2 2021 and has held it in 19 quarters since.
  • CreativeOne Wealth's American Electric Power position peaked at $1.43M in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.