PWMAI
AEP icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s American Electric Power AEP Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$27.6K Buy
+202
New +$26.6K 0.01% 379
2023
Q2 		– Sell
-180
Closed -$16.4K – 271
2023
Q1 		$16.4K Hold
180
– – 0.01% 200
2022
Q4 		$17.1K Buy
+180
New +$16.4K 0.01% 197

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s AEP Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in American Electric Power (AEP) in Q2 2026: 202 shares worth $27.6K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: PENSION & WEALTH MANAGEMENT ADVISORS, INC. previously reported a position in AEP as recently as Q1 2023.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in AEP in Q4 2022 and has held it in 3 quarters since. 1,257 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 202 shares of American Electric Power worth $27.6K as of Q2 2026.
  • American Electric Power was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
  • American Electric Power made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #379 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in American Electric Power in Q4 2022 and has held it in 3 quarters since.
  • 1,257 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.