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Dakota Wealth Management’s American Electric Power AEP Stock Holding History

Dakota Wealth Management’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 		$5.8M Sell
42,412
-2,927
-6% -$386K 0.11% 173
2026
Q1 		$5.94M Buy
45,339
+19
+0% +$2.38K 0.13% 155
2025
Q4 		$5.23M Sell
45,320
-7,318
-14% -$864K 0.09% 168
2025
Q3 		$5.92M Sell
52,638
-2,775
-5% -$304K 0.12% 144
2025
Q2 		$5.75M Sell
55,413
-1,133
-2% -$118K 0.12% 144
2025
Q1 		$6.18M Sell
56,546
-1,845
-3% -$187K 0.14% 133
2024
Q4 		$5.39M Sell
58,391
-873
-1% -$84.5K 0.12% 148
2024
Q3 		$6.08M Sell
59,264
-1,488
-2% -$145K 0.14% 136
2024
Q2 		$5.33M Sell
60,752
-1,043
-2% -$91.2K 0.13% 150
2024
Q1 		$5.32M Buy
61,795
+6,931
+13% +$563K 0.13% 149
2023
Q4 		$4.46M Sell
54,864
-392
-0.7% -$30.4K 0.17% 135
2023
Q3 		$4.16M Buy
55,256
+857
+2% +$69.7K 0.18% 126
2023
Q2 		$4.58M Buy
54,399
+1,544
+3% +$136K 0.22% 106
2023
Q1 		$4.81M Sell
52,855
-577
-1% -$52.8K 0.32% 82
2022
Q4 		$5.07M Sell
53,432
-296
-0.6% -$26.9K 0.36% 70
2022
Q3 		$4.64M Buy
53,728
+14,801
+38% +$1.46M 0.38% 64
2022
Q2 		$3.73M Buy
38,927
+1,696
+5% +$168K 0.34% 81
2022
Q1 		$3.71M Buy
+37,231
New +$3.4M 0.3% 99

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 $3.38T AUM 44.17% 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

Dakota Wealth Management's AEP Position: Q2 2026 in Review

Dakota Wealth Management reduced its American Electric Power (AEP) stake by 6.5% in Q2 2026, selling an estimated $386K and leaving 42,412 shares worth $5.8M. The position accounts for 0.11% of the portfolio, ranked #173.

Dakota Wealth Management first reported a position in AEP in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.18M in Q1 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Dakota Wealth Management held 42,412 shares of American Electric Power worth $5.8M as of Q2 2026.
  • Dakota Wealth Management sold 2,927 American Electric Power shares in Q2 2026, an estimated $386K.
  • American Electric Power made up 0.11% of Dakota Wealth Management's portfolio in Q2 2026, its #173 holding.
  • Dakota Wealth Management first reported a position in American Electric Power in Q1 2022 and has held it in 18 quarters since.
  • Dakota Wealth Management's American Electric Power position peaked at $6.18M in Q1 2025.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.