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Dynamic Wealth Strategies’s American Electric Power AEP Stock Holding History

Dynamic Wealth Strategies’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 		$60.9K Buy
445
+80
+22% +$10.5K 0.03% 143
2026
Q1 		$47.8K Buy
+365
New +$45.7K 0.03% 154
2024
Q3 		– Sell
-227
Closed -$20K – 231
2024
Q2 		$20K Hold
227
– – 0.02% 159
2024
Q1 		$20K Hold
227
– – 0.02% 162
2023
Q4 		$18.4K Buy
+227
New +$17.6K 0.02% 174

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

Dynamic Wealth Strategies's AEP Position: Q2 2026 in Review

Dynamic Wealth Strategies increased its American Electric Power (AEP) stake by 22% in Q2 2026, buying an estimated $10.5K and bringing the position to 445 shares worth $60.9K. The position accounts for 0.03% of the portfolio, ranked #143.

Dynamic Wealth Strategies first reported a position in AEP in Q4 2023 and has held it in 5 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Dynamic Wealth Strategies held 445 shares of American Electric Power worth $60.9K as of Q2 2026.
  • Dynamic Wealth Strategies bought 80 American Electric Power shares in Q2 2026, an estimated $10.5K.
  • American Electric Power made up 0.03% of Dynamic Wealth Strategies's portfolio in Q2 2026, its #143 holding.
  • Dynamic Wealth Strategies first reported a position in American Electric Power in Q4 2023 and has held it in 5 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.