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FWL Investment Management’s American Electric Power AEP Stock Holding History

FWL Investment 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 		$822K Buy
6,005
+5
+0.1% +$659 0.15% 67
2026
Q1 		$786K Buy
+6,000
New +$751K 0.17% 60
2025
Q4 		– Sell
-55
Closed -$6.19K – 366
2025
Q3 		$6.19K Buy
+55
New +$6.02K ﹤0.01% 283
2023
Q1 		– Sell
-659
Closed -$62.6K – 78
2022
Q4 		$62.6K Buy
+659
New +$60K 0.05% 86

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

FWL Investment Management's AEP Position: Q2 2026 in Review

FWL Investment Management increased its American Electric Power (AEP) stake by 0.08% in Q2 2026, buying an estimated $659 and bringing the position to 6,005 shares worth $822K. The position accounts for 0.15% of the portfolio, ranked #67.

FWL Investment Management first reported a position in AEP in Q4 2022 and has held it in 4 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • FWL Investment Management held 6,005 shares of American Electric Power worth $822K as of Q2 2026.
  • FWL Investment Management bought 5 American Electric Power shares in Q2 2026, an estimated $659.
  • American Electric Power made up 0.15% of FWL Investment Management's portfolio in Q2 2026, its #67 holding.
  • FWL Investment Management first reported a position in American Electric Power in Q4 2022 and has held it in 4 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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