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

Empirical 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 		$1.94M Buy
14,191
+458
+3% +$60.3K 0.03% 276
2026
Q1 		$1.8M Buy
13,733
+1,786
+15% +$223K 0.03% 263
2025
Q4 		$1.38M Buy
11,947
+3,991
+50% +$471K 0.02% 289
2025
Q3 		$895K Buy
7,956
+1,388
+21% +$152K 0.02% 346
2025
Q2 		$682K Buy
6,568
+478
+8% +$49.7K 0.02% 371
2025
Q1 		$665K Buy
6,090
+813
+15% +$82.4K 0.02% 356
2024
Q4 		$487K Buy
5,277
+208
+4% +$20.1K 0.01% 391
2024
Q3 		$520K Hold
5,069
– – 0.01% 363
2024
Q2 		$445K Buy
5,069
+105
+2% +$9.19K 0.01% 383
2024
Q1 		$427K Sell
4,964
-10
-0.2% -$813 0.01% 365
2023
Q4 		$404K Buy
4,974
+443
+10% +$34.4K 0.01% 353
2023
Q3 		$341K Sell
4,531
-991
-18% -$80.6K 0.01% 350
2023
Q2 		$465K Buy
5,522
+1,000
+22% +$88.3K 0.02% 326
2023
Q1 		$411K Hold
4,522
– – 0.02% 353
2022
Q4 		$429K Sell
4,522
-521
-10% -$47.4K 0.02% 328
2022
Q3 		$436K Sell
5,043
-255
-5% -$25.2K 0.02% 322
2022
Q2 		$508K Buy
5,298
+503
+10% +$49.9K 0.03% 291
2022
Q1 		$478K Sell
4,795
-115
-2% -$10.5K 0.02% 336
2021
Q4 		$437K Hold
4,910
– – 0.02% 364
2021
Q3 		$399K Sell
4,910
-16
-0.3% -$1.4K 0.02% 337
2021
Q2 		$417K Sell
4,926
-45
-0.9% -$3.88K 0.03% 324
2021
Q1 		$421K Buy
4,971
+115
+2% +$9.27K 0.03% 278
2020
Q4 		$404K Sell
4,856
-484
-9% -$42K 0.03% 273
2020
Q3 		$436K Hold
5,340
– – 0.04% 234
2020
Q2 		$425K Sell
5,340
-878
-14% -$71.7K 0.04% 232
2020
Q1 		$497K Buy
6,218
+270
+5% +$25.5K 0.05% 186
2019
Q4 		$562K Buy
5,948
+954
+19% +$88.1K 0.06% 179
2019
Q3 		$468K Sell
4,994
-183
-4% -$16.6K 0.06% 181
2019
Q2 		$456K Buy
+5,177
New +$446K 0.06% 161

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

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

Empirical Wealth Management increased its American Electric Power (AEP) stake by 3.3% in Q2 2026, buying an estimated $60.3K and bringing the position to 14,191 shares worth $1.94M. The position accounts for 0.03% of the portfolio, ranked #276.

Empirical Wealth Management first reported a position in AEP in Q2 2019 and has held it in 29 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Empirical Wealth Management held 14,191 shares of American Electric Power worth $1.94M as of Q2 2026.
  • Empirical Wealth Management bought 458 American Electric Power shares in Q2 2026, an estimated $60.3K.
  • American Electric Power made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #276 holding.
  • Empirical Wealth Management first reported a position in American Electric Power in Q2 2019 and has held it in 29 quarters since.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.