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Family Management’s American Electric Power AEP Stock Holding History

Family 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 		$296K Hold
2,165
– – 0.03% 225
2026
Q1 		$284K Sell
2,165
-173
-7% -$21.6K 0.03% 215
2025
Q4 		$270K Buy
2,338
+173
+8% +$20.4K 0.03% 200
2025
Q3 		$244K Hold
2,165
– – 0.03% 185
2025
Q2 		$225K Sell
2,165
-192
-8% -$20K 0.03% 168
2025
Q1 		$258K Buy
+2,357
New +$239K 0.04% 149
2024
Q4 		– Sell
-2,179
Closed -$224K – 199
2024
Q3 		$224K Sell
2,179
-342
-14% -$33.4K 0.04% 150
2024
Q2 		$221K Hold
2,521
– – 0.04% 136
2024
Q1 		$217K Sell
2,521
-111
-4% -$9.02K 0.04% 142
2023
Q4 		$214K Sell
2,632
-429
-14% -$33.3K 0.04% 126
2023
Q3 		$230K Hold
3,061
– – 0.05% 116
2023
Q2 		$258K Hold
3,061
– – 0.06% 118
2023
Q1 		$279K Hold
3,061
– – 0.06% 98
2022
Q4 		$291K Buy
3,061
+181
+6% +$16.5K 0.07% 111
2022
Q3 		$249K Hold
2,880
– – 0.06% 117
2022
Q2 		$276K Hold
2,880
– – 0.07% 120
2022
Q1 		$287K Hold
2,880
– – 0.08% 133
2021
Q4 		$256K Sell
2,880
-362
-11% -$30.5K 0.07% 148
2021
Q3 		$263K Sell
3,242
-16
-0.5% -$1.4K 0.07% 139
2021
Q2 		$276K Buy
+3,258
New +$281K 0.07% 144

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 $3.38T AUM 44.17% 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

Family Management's AEP Position: Q2 2026 in Review

Family Management held its American Electric Power (AEP) position steady in Q2 2026 at 2,165 shares worth $296K. The position accounts for 0.03% of the portfolio, ranked #225.

Family Management first reported a position in AEP in Q2 2021 and has held it in 20 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Family Management held 2,165 shares of American Electric Power worth $296K as of Q2 2026.
  • Family Management left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.03% of Family Management's portfolio in Q2 2026, its #225 holding.
  • Family Management first reported a position in American Electric Power in Q2 2021 and has held it in 20 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.