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GeoWealth Management’s American Electric Power AEP Stock Holding History

GeoWealth 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 		$361K Sell
2,640
-3,082
-54% -$406K 0.01% 594
2026
Q1 		$750K Buy
5,722
+3,131
+121% +$392K 0.03% 371
2025
Q4 		$299K Sell
2,591
-941
-27% -$111K 0.01% 568
2025
Q3 		$397K Buy
3,532
+507
+17% +$55.5K 0.01% 499
2025
Q2 		$314K Sell
3,025
-6,051
-67% -$630K 0.01% 533
2025
Q1 		$992K Buy
9,076
+5,660
+166% +$573K 0.04% 265
2024
Q4 		$315K Sell
3,416
-168
-5% -$16.3K 0.01% 609
2024
Q3 		$368K Sell
3,584
-45
-1% -$4.39K 0.01% 544
2024
Q2 		$318K Buy
3,629
+836
+30% +$73.1K 0.01% 562
2024
Q1 		$240K Sell
2,793
-120
-4% -$9.76K 0.01% 627
2023
Q4 		$237K Buy
+2,913
New +$226K 0.02% 465

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

GeoWealth Management's AEP Position: Q2 2026 in Review

GeoWealth Management reduced its American Electric Power (AEP) stake by 54% in Q2 2026, selling an estimated $406K and leaving 2,640 shares worth $361K. The position accounts for 0.01% of the portfolio, ranked #594.

GeoWealth Management first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $992K in Q1 2025. 1,985 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • GeoWealth Management held 2,640 shares of American Electric Power worth $361K as of Q2 2026.
  • GeoWealth Management sold 3,082 American Electric Power shares in Q2 2026, an estimated $406K.
  • American Electric Power made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #594 holding.
  • GeoWealth Management first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • GeoWealth Management's American Electric Power position peaked at $992K in Q1 2025.
  • 1,985 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.