Focus Partners Wealth
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Focus Partners Wealth’s American Electric Power AEP Stock Holding History

Focus Partners Wealth’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 		$11.4M Sell
83,063
-7,952
-9% -$1.05M 0.01% 680
2026
Q1 		$11.9M Buy
91,015
+8,218
+10% +$1.03M 0.01% 665
2025
Q4 		$9.53M Buy
82,797
+15,526
+23% +$1.83M 0.01% 715
2025
Q3 		$7.56M Buy
67,271
+21,130
+46% +$2.31M 0.01% 637
2025
Q2 		$4.79M Buy
46,141
+966
+2% +$100K 0.01% 692
2025
Q1 		$4.94M Sell
45,175
-532
-1% -$53.9K 0.01% 629
2024
Q4 		$4.22M Buy
45,707
+11,669
+34% +$1.13M 0.01% 661
2024
Q3 		$3.49M Buy
34,038
+16,539
+95% +$1.61M 0.01% 647
2024
Q2 		$1.53M Buy
17,499
+7,042
+67% +$616K 0.01% 704
2024
Q1 		$900K Buy
10,457
+4,118
+65% +$335K 0.01% 625
2023
Q4 		$515K Buy
+6,339
New +$492K 0.01% 575

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

Focus Partners Wealth's AEP Position: Q2 2026 in Review

Focus Partners Wealth reduced its American Electric Power (AEP) stake by 8.7% in Q2 2026, selling an estimated $1.05M and leaving 83,063 shares worth $11.4M. The position accounts for 0.01% of the portfolio, ranked #680.

Focus Partners Wealth first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.9M in Q1 2026. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Focus Partners Wealth held 83,063 shares of American Electric Power worth $11.4M as of Q2 2026.
  • Focus Partners Wealth sold 7,952 American Electric Power shares in Q2 2026, an estimated $1.05M.
  • American Electric Power made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #680 holding.
  • Focus Partners Wealth first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • Focus Partners Wealth's American Electric Power position peaked at $11.9M in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.