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Evergreen Wealth Solutions’s American Electric Power AEP Stock Holding History

Evergreen Wealth Solutions’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 		$521K Sell
4,159
-103
-2% -$13.6K 0.03% 315
2026
Q1 		$559K Buy
4,262
+1,200
+39% +$150K 0.04% 230
2025
Q4 		$353K Buy
+3,062
New +$362K 0.05% 153

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

Evergreen Wealth Solutions's AEP Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its American Electric Power (AEP) stake by 2.4% in Q2 2026, selling an estimated $13.6K and leaving 4,159 shares worth $521K. The position accounts for 0.03% of the portfolio, ranked #315.

Evergreen Wealth Solutions first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $559K in Q1 2026. 1,981 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Evergreen Wealth Solutions held 4,159 shares of American Electric Power worth $521K as of Q2 2026.
  • Evergreen Wealth Solutions sold 103 American Electric Power shares in Q2 2026, an estimated $13.6K.
  • American Electric Power made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #315 holding.
  • Evergreen Wealth Solutions first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • Evergreen Wealth Solutions's American Electric Power position peaked at $559K in Q1 2026.
  • 1,981 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.