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

Daymark 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 		$690K Sell
5,041
-913
-15% -$120K 0.02% 401
2026
Q1 		$781K Sell
5,954
-756
-11% -$94.6K 0.02% 337
2025
Q4 		$774K Buy
6,710
+497
+8% +$58.7K 0.02% 319
2025
Q3 		$699K Buy
6,213
+2,659
+75% +$291K 0.02% 324
2025
Q2 		$369K Buy
3,554
+1,299
+58% +$135K 0.01% 414
2025
Q1 		$246K Sell
2,255
-86
-4% -$8.71K 0.01% 450
2024
Q4 		$216K Sell
2,341
-573
-20% -$55.5K 0.01% 471
2024
Q3 		$299K Buy
2,914
+89
+3% +$8.69K 0.01% 425
2024
Q2 		$248K Buy
+2,825
New +$247K 0.01% 438
2023
Q3 		– Sell
-2,462
Closed -$207K – 383
2023
Q2 		$207K Buy
+2,462
New +$217K 0.02% 352

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

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

Daymark Wealth Partners reduced its American Electric Power (AEP) stake by 15% in Q2 2026, selling an estimated $120K and leaving 5,041 shares worth $690K. The position accounts for 0.02% of the portfolio, ranked #401.

Daymark Wealth Partners first reported a position in AEP in Q2 2023 and has held it in 10 quarters since. The position peaked at $781K in Q1 2026. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Daymark Wealth Partners held 5,041 shares of American Electric Power worth $690K as of Q2 2026.
  • Daymark Wealth Partners sold 913 American Electric Power shares in Q2 2026, an estimated $120K.
  • American Electric Power made up 0.02% of Daymark Wealth Partners's portfolio in Q2 2026, its #401 holding.
  • Daymark Wealth Partners first reported a position in American Electric Power in Q2 2023 and has held it in 10 quarters since.
  • Daymark Wealth Partners's American Electric Power position peaked at $781K in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.