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

Dogwood 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 		$36.7K Buy
268
+38
+17% +$5.01K 0.01% 185
2026
Q1 		$30.1K Sell
230
-5
-2% -$626 0.01% 187
2025
Q4 		$27.1K Buy
235
+7
+3% +$827 0.01% 169
2025
Q3 		$25.6K Buy
228
+175
+330% +$19.1K 0.01% 162
2025
Q2 		$5.51K Buy
53
+48
+960% +$4.99K ﹤0.01% 415
2025
Q1 		$546 Buy
+5
New +$506 ﹤0.01% 452
2024
Q3 		– Hold
0
– – – 281
2024
Q2 		– Hold
0
– – – 331
2024
Q1 		– Hold
0
– – – 335
2023
Q4 		– Hold
0
– – – 307

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

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

Dogwood Wealth Management increased its American Electric Power (AEP) stake by 17% in Q2 2026, buying an estimated $5.01K and bringing the position to 268 shares worth $36.7K. The position accounts for 0.01% of the portfolio, ranked #185.

Dogwood Wealth Management first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Dogwood Wealth Management held 268 shares of American Electric Power worth $36.7K as of Q2 2026.
  • Dogwood Wealth Management bought 38 American Electric Power shares in Q2 2026, an estimated $5.01K.
  • American Electric Power made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #185 holding.
  • Dogwood Wealth Management first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.