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Fourth Dimension Wealth’s American Electric Power AEP Stock Holding History

Fourth Dimension 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 		$43K Sell
314
-49
-13% -$6.46K 0.01% 290
2026
Q1 		$47.6K Buy
363
+2
+0.6% +$250 0.02% 235
2025
Q4 		$41.6K Buy
361
+52
+17% +$6.14K 0.02% 254
2025
Q3 		$34.8K Buy
309
+2
+0.7% +$219 0.01% 265
2025
Q2 		$31.9K Buy
307
+1
+0.3% +$104 0.01% 274
2025
Q1 		$33.4K Buy
306
+2
+0.7% +$203 0.02% 259
2024
Q4 		$28K Buy
+304
New +$29.4K 0.01% 286

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

Fourth Dimension Wealth's AEP Position: Q2 2026 in Review

Fourth Dimension Wealth reduced its American Electric Power (AEP) stake by 13% in Q2 2026, selling an estimated $6.46K and leaving 314 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #290.

Fourth Dimension Wealth first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $47.6K in Q1 2026. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Fourth Dimension Wealth held 314 shares of American Electric Power worth $43K as of Q2 2026.
  • Fourth Dimension Wealth sold 49 American Electric Power shares in Q2 2026, an estimated $6.46K.
  • American Electric Power made up 0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #290 holding.
  • Fourth Dimension Wealth first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's American Electric Power position peaked at $47.6K in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.