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

Elevation 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 		$26.5K Buy
194
+105
+118% +$13.8K 0.01% 495
2026
Q1 		$11.7K Hold
89
– – ﹤0.01% 481
2025
Q4 		$10.3K Buy
89
+24
+37% +$2.83K ﹤0.01% 477
2025
Q3 		$7.31K Buy
65
+25
+63% +$2.73K ﹤0.01% 426
2025
Q2 		$4.15K Hold
40
– – ﹤0.01% 413
2025
Q1 		$4.37K Hold
40
– – ﹤0.01% 414
2024
Q4 		$3.69K Buy
+40
New +$3.87K ﹤0.01% 426

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

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

Elevation Wealth Partners increased its American Electric Power (AEP) stake by 118% in Q2 2026, buying an estimated $13.8K and bringing the position to 194 shares worth $26.5K. The position accounts for 0.01% of the portfolio, ranked #495.

Elevation Wealth Partners first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Elevation Wealth Partners held 194 shares of American Electric Power worth $26.5K as of Q2 2026.
  • Elevation Wealth Partners bought 105 American Electric Power shares in Q2 2026, an estimated $13.8K.
  • American Electric Power made up 0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #495 holding.
  • Elevation Wealth Partners first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.