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Golden State Wealth Management’s American Electric Power AEP Stock Holding History

Golden State 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 		$1.62M Buy
11,834
+81
+0.7% +$10.7K 0.15% 139
2026
Q1 		$1.54M Buy
11,753
+270
+2% +$33.8K 0.17% 124
2025
Q4 		$1.32M Buy
11,483
+242
+2% +$28.6K 0.14% 126
2025
Q3 		$1.26M Buy
11,241
+101
+0.9% +$11.1K 0.14% 123
2025
Q2 		$1.16M Buy
11,140
+189
+2% +$19.7K 0.14% 128
2025
Q1 		$1.2M Buy
10,951
+1,715
+19% +$174K 0.18% 105
2024
Q4 		$852K Buy
+9,236
New +$894K 0.13% 134
2022
Q1 		$716K Sell
7,181
-283
-4% -$25.9K 0.14% 139
2021
Q4 		$664K Buy
7,464
+283
+4% +$23.9K 0.11% 172
2021
Q3 		$583K Hold
7,181
– – 0.13% 147
2021
Q2 		$607K Hold
7,181
– – 0.13% 144
2021
Q1 		$608K Sell
7,181
-791
-10% -$63.8K 0.2% 85
2020
Q4 		$664K Buy
7,972
+391
+5% +$33.9K 0.19% 103
2020
Q3 		$620K Sell
7,581
-451
-6% -$37.1K 0.21% 78
2020
Q2 		$640K Buy
8,032
+451
+6% +$36.8K 0.16% 106
2020
Q1 		$606K Buy
+7,581
New +$717K 0.27% 65
2019
Q4 		– Sell
-1,609
Closed -$151K – 77
2019
Q3 		$151K Sell
1,609
-1,118
-41% -$102K 0.05% 240
2019
Q2 		$240K Sell
2,727
-21
-0.8% -$1.81K 0.08% 199
2019
Q1 		$230K Buy
+2,748
New +$219K 0.08% 209

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

Golden State Wealth Management's AEP Position: Q2 2026 in Review

Golden State Wealth Management increased its American Electric Power (AEP) stake by 0.69% in Q2 2026, buying an estimated $10.7K and bringing the position to 11,834 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #139.

Golden State Wealth Management first reported a position in AEP in Q1 2019 and has held it in 19 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Golden State Wealth Management held 11,834 shares of American Electric Power worth $1.62M as of Q2 2026.
  • Golden State Wealth Management bought 81 American Electric Power shares in Q2 2026, an estimated $10.7K.
  • American Electric Power made up 0.15% of Golden State Wealth Management's portfolio in Q2 2026, its #139 holding.
  • Golden State Wealth Management first reported a position in American Electric Power in Q1 2019 and has held it in 19 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.