GWM
AEP icon

GDS Wealth Management’s American Electric Power AEP Stock Holding History

GDS Wealth 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 		$373K Buy
2,730
+104
+4% +$13.7K 0.02% 167
2026
Q1 		$344K Sell
2,626
-458
-15% -$57.3K 0.02% 149
2025
Q4 		$356K Sell
3,084
-82
-3% -$9.68K 0.02% 141
2025
Q3 		$356K Sell
3,166
-57
-2% -$6.24K 0.02% 140
2025
Q2 		$334K Buy
3,223
+44
+1% +$4.58K 0.02% 137
2025
Q1 		$347K Buy
3,179
+35
+1% +$3.54K 0.03% 131
2024
Q4 		$290K Sell
3,144
-666
-17% -$64.5K 0.03% 142
2024
Q3 		$391K Sell
3,810
-34
-0.9% -$3.32K 0.04% 128
2024
Q2 		$337K Sell
3,844
-109
-3% -$9.54K 0.04% 103
2024
Q1 		$340K Sell
3,953
-336
-8% -$27.3K 0.04% 110
2023
Q4 		$348K Sell
4,289
-325
-7% -$25.2K 0.05% 103
2023
Q3 		$347K Sell
4,614
-310
-6% -$25.2K 0.05% 93
2023
Q2 		$415K Sell
4,924
-141
-3% -$12.5K 0.07% 88
2023
Q1 		$461K Sell
5,065
-109
-2% -$9.97K 0.08% 78
2022
Q4 		$491K Sell
5,174
-38
-0.7% -$3.46K 0.09% 79
2022
Q3 		$451K Buy
5,212
+41
+0.8% +$4.05K 0.1% 74
2022
Q2 		$496K Hold
5,171
– – 0.11% 72
2022
Q1 		$526K Sell
5,171
-7
-0.1% -$640 0.12% 75
2021
Q4 		$461K Buy
+5,178
New +$437K 0.1% 81

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

GDS Wealth Management's AEP Position: Q2 2026 in Review

GDS Wealth Management increased its American Electric Power (AEP) stake by 4% in Q2 2026, buying an estimated $13.7K and bringing the position to 2,730 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #167.

GDS Wealth Management first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $526K in Q1 2022. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • GDS Wealth Management held 2,730 shares of American Electric Power worth $373K as of Q2 2026.
  • GDS Wealth Management bought 104 American Electric Power shares in Q2 2026, an estimated $13.7K.
  • American Electric Power made up 0.02% of GDS Wealth Management's portfolio in Q2 2026, its #167 holding.
  • GDS Wealth Management first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • GDS Wealth Management's American Electric Power position peaked at $526K in Q1 2022.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on GDS Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.