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

Cyndeo 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 		$11.8M Buy
86,134
+3,271
+4% +$431K 0.56% 48
2026
Q1 		$10.9M Buy
82,863
+18,988
+30% +$2.38M 0.57% 51
2025
Q4 		$7.37M Buy
63,875
+57,977
+983% +$6.85M 0.4% 73
2025
Q3 		$664K Sell
5,898
-325
-5% -$35.6K 0.04% 280
2025
Q2 		$646K Buy
6,223
+770
+14% +$80.1K 0.04% 276
2025
Q1 		$596K Sell
5,453
-7,609
-58% -$771K 0.04% 275
2024
Q4 		$1.2M Buy
13,062
+412
+3% +$39.9K 0.08% 198
2024
Q3 		$1.3M Sell
12,650
-20,886
-62% -$2.04M 0.09% 192
2024
Q2 		$2.94M Sell
33,536
-142
-0.4% -$12.4K 0.23% 125
2024
Q1 		$2.9M Sell
33,678
-8,242
-20% -$670K 0.24% 119
2023
Q4 		$3.4M Buy
41,920
+8,353
+25% +$648K 0.32% 95
2023
Q3 		$2.52M Sell
33,567
-4,585
-12% -$373K 0.26% 105
2023
Q2 		$3.21M Buy
38,152
+13,677
+56% +$1.21M 0.34% 98
2023
Q1 		$2.23M Buy
24,475
+8,038
+49% +$735K 0.24% 119
2022
Q4 		$1.56M Buy
+16,437
New +$1.5M 0.18% 139

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

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

Cyndeo Wealth Partners increased its American Electric Power (AEP) stake by 3.9% in Q2 2026, buying an estimated $431K and bringing the position to 86,134 shares worth $11.8M. The position accounts for 0.56% of the portfolio, ranked #48.

Cyndeo Wealth Partners first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Cyndeo Wealth Partners held 86,134 shares of American Electric Power worth $11.8M as of Q2 2026.
  • Cyndeo Wealth Partners bought 3,271 American Electric Power shares in Q2 2026, an estimated $431K.
  • American Electric Power made up 0.56% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #48 holding.
  • Cyndeo Wealth Partners first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.