EWM
AEP icon

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

Evolution 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 		$27.8K Buy
203
+2
+1% +$263 0.02% 406
2026
Q1 		$26.3K Hold
201
– – 0.02% 380
2025
Q4 		$23.2K Buy
201
+85
+73% +$10K 0.02% 337
2025
Q3 		$13.1K Buy
116
+12
+12% +$1.31K 0.01% 338
2025
Q2 		$10.8K Buy
+104
New +$10.8K 0.01% 348

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

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

Evolution Wealth Management increased its American Electric Power (AEP) stake by 1% in Q2 2026, buying an estimated $263 and bringing the position to 203 shares worth $27.8K. The position accounts for 0.02% of the portfolio, ranked #406.

Evolution Wealth Management first reported a position in AEP in Q2 2025 and has held it in 5 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Evolution Wealth Management held 203 shares of American Electric Power worth $27.8K as of Q2 2026.
  • Evolution Wealth Management bought 2 American Electric Power shares in Q2 2026, an estimated $263.
  • American Electric Power made up 0.02% of Evolution Wealth Management's portfolio in Q2 2026, its #406 holding.
  • Evolution Wealth Management first reported a position in American Electric Power in Q2 2025 and has held it in 5 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.