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Global Wealth Management Investment Advisory’s American Electric Power AEP Stock Holding History

Global Wealth Management Investment Advisory’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 		$239K Buy
1,746
+177
+11% +$23.3K 0.03% 152
2026
Q1 		$206K Buy
+1,569
New +$196K 0.03% 156
2024
Q1 		– Sell
-1,188
Closed -$96.5K – 144
2023
Q4 		$96.5K Hold
1,188
– – 0.02% 155
2023
Q3 		$89.4K Hold
1,188
– – 0.03% 161
2023
Q2 		$100K Buy
+1,188
New +$105K 0.03% 156
2022
Q3 		– Sell
-1,188
Closed -$114K – 142
2022
Q2 		$114K Hold
1,188
– – 0.04% 151
2022
Q1 		$119K Hold
1,188
– – 0.04% 155
2021
Q4 		$106K Hold
1,188
– – 0.03% 160
2021
Q3 		$96K Hold
1,188
– – 0.03% 169
2021
Q2 		$100K Hold
1,188
– – 0.03% 165
2021
Q1 		$101K Hold
1,188
– – 0.04% 160
2020
Q4 		$99K Hold
1,188
– – 0.04% 141
2020
Q3 		$97K Hold
1,188
– – 0.04% 133
2020
Q2 		$95K Sell
1,188
-77
-6% -$6.29K 0.04% 154
2020
Q1 		$101K Hold
1,265
– – 0.05% 135
2019
Q4 		$120K Buy
1,265
+1,129
+830% +$104K 0.05% 134
2019
Q3 		$13K Sell
136
-61
-31% -$5.54K 0.01% 288
2019
Q2 		$17K Sell
197
-238
-55% -$20.5K 0.01% 292
2019
Q1 		$36K Sell
435
-3,041
-87% -$242K 0.02% 239
2018
Q4 		$260K Buy
+3,476
New +$261K 0.15% 115

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

Global Wealth Management Investment Advisory's AEP Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its American Electric Power (AEP) stake by 11% in Q2 2026, buying an estimated $23.3K and bringing the position to 1,746 shares worth $239K. The position accounts for 0.03% of the portfolio, ranked #152.

Global Wealth Management Investment Advisory first reported a position in AEP in Q4 2018 and has held it in 20 quarters since. The position peaked at $260K in Q4 2018. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Global Wealth Management Investment Advisory held 1,746 shares of American Electric Power worth $239K as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 177 American Electric Power shares in Q2 2026, an estimated $23.3K.
  • American Electric Power made up 0.03% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #152 holding.
  • Global Wealth Management Investment Advisory first reported a position in American Electric Power in Q4 2018 and has held it in 20 quarters since.
  • Global Wealth Management Investment Advisory's American Electric Power position peaked at $260K in Q4 2018.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.