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

Evermay 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	$101K	Buy	737 +327	+80%	+$43.1K	0.01%	268
2026 Q1	$53.8K	Hold	410	–	–	0.01%	317
2025 Q4	$47.3K	Hold	410	–	–	0.01%	329
2025 Q3	$46.2K	Hold	410	–	–	0.01%	329
2025 Q2	$42.6K	Hold	410	–	–	0.01%	332
2025 Q1	$44.8K	Buy	410 +240	+141%	+$24.3K	0.01%	333
2024 Q4	$15.7K	Sell	170 -414	-71%	-$40.1K	﹤0.01%	396
2024 Q3	$59.9K	Sell	584 -351	-38%	-$34.3K	0.01%	319
2024 Q2	$82K	Hold	935	–	–	0.01%	289
2024 Q1	$80.5K	Buy	935 +916	+4,821%	+$74.5K	0.01%	305
2023 Q4	$1.54K	Buy	+19	New	+$1.48K	﹤0.01%	534
2022 Q2	–	Sell	-5	Closed	–	–	509
2022 Q1	$0	Buy	+5	New	+$457	﹤0.01%	519
2021 Q4	–	Sell	-1,175	Closed	-$95K	–	506
2021 Q3	$95K	Hold	1,175	–	–	0.02%	218
2021 Q2	$99K	Buy	+1,175	New	+$101K	0.02%	223

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Evermay Wealth Management increased its American Electric Power (AEP) stake by 80% in Q2 2026, buying an estimated $43.1K and bringing the position to 737 shares worth $101K. The position accounts for 0.01% of the portfolio, ranked #268.

Evermay Wealth Management first reported a position in AEP in Q2 2021 and has held it in 14 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Evermay Wealth Management held 737 shares of American Electric Power worth $101K as of Q2 2026.
Evermay Wealth Management bought 327 American Electric Power shares in Q2 2026, an estimated $43.1K.
American Electric Power made up 0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #268 holding.
Evermay Wealth Management first reported a position in American Electric Power in Q2 2021 and has held it in 14 quarters since.
1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.