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

Diversify 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 		$1.43M Buy
10,712
+4,814
+82% +$634K 0.02% 517
2026
Q1 		$793K Buy
5,898
+3,573
+154% +$447K 0.01% 669
2025
Q4 		$271K Buy
2,325
+310
+15% +$36.6K 0.01% 541
2025
Q3 		$242K Sell
2,015
-186
-8% -$20.4K 0.01% 491
2025
Q2 		$246K Sell
2,201
-135
-6% -$14K 0.02% 486
2025
Q1 		$253K Sell
2,336
-28
-1% -$2.84K 0.02% 459
2024
Q4 		$221K Buy
2,364
+192
+9% +$18.6K 0.02% 473
2024
Q3 		$219K Sell
2,172
-81
-4% -$7.91K 0.02% 445
2024
Q2 		$221K Buy
+2,253
New +$197K 0.03% 401

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

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

Diversify Wealth Management increased its American Electric Power (AEP) stake by 82% in Q2 2026, buying an estimated $634K and bringing the position to 10,712 shares worth $1.43M. The position accounts for 0.02% of the portfolio, ranked #517.

Diversify Wealth Management first reported a position in AEP in Q2 2024 and has held it in 9 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Diversify Wealth Management held 10,712 shares of American Electric Power worth $1.43M as of Q2 2026.
  • Diversify Wealth Management bought 4,814 American Electric Power shares in Q2 2026, an estimated $634K.
  • American Electric Power made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #517 holding.
  • Diversify Wealth Management first reported a position in American Electric Power in Q2 2024 and has held it in 9 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.