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Graves Light Lenhart Wealth’s American Electric Power AEP Stock Holding History

Graves Light Lenhart Wealth’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 		$940K Hold
6,870
– – 0.09% 90
2026
Q1 		$900K Hold
6,870
– – 0.09% 88
2025
Q4 		$792K Hold
6,870
– – 0.08% 93
2025
Q3 		$773K Buy
6,870
+99
+1% +$10.8K 0.09% 96
2025
Q2 		$703K Hold
6,771
– – 0.08% 96
2025
Q1 		$740K Sell
6,771
-17
-0.3% -$1.72K 0.09% 94
2024
Q4 		$626K Hold
6,788
– – 0.08% 101
2024
Q3 		$696K Hold
6,788
– – 0.09% 96
2024
Q2 		$592K Buy
6,788
+18
+0.3% +$1.57K 0.07% 103
2024
Q1 		$583K Hold
6,770
– – 0.07% 102
2023
Q4 		$550K Hold
6,770
– – 0.07% 104
2023
Q3 		$489K Hold
6,770
– – 0.07% 103
2023
Q2 		$570K Buy
6,770
+37
+0.5% +$3.27K 0.08% 106
2023
Q1 		$613K Buy
6,733
+33
+0.5% +$3.02K 0.09% 94
2022
Q4 		$636K Sell
6,700
-1
-0% -$91 0.1% 99
2022
Q3 		$579K Sell
6,701
-146
-2% -$14.4K 0.1% 100
2022
Q2 		$657K Sell
6,847
-20
-0.3% -$1.98K 0.1% 99
2022
Q1 		$685K Buy
6,867
+28
+0.4% +$2.56K 0.1% 97
2021
Q4 		$608K Buy
6,839
+32
+0.5% +$2.7K 0.09% 101
2021
Q3 		$553K Buy
6,807
+29
+0.4% +$2.53K 0.09% 96
2021
Q2 		$573K Buy
6,778
+30
+0.4% +$2.58K 0.09% 93
2021
Q1 		$572K Buy
6,748
+3,432
+103% +$277K 0.1% 93
2020
Q4 		$276K Buy
3,316
+49
+1% +$4.25K 0.05% 136
2020
Q3 		$267K Hold
3,267
– – 0.06% 125
2020
Q2 		$260K Hold
3,267
– – 0.06% 130
2020
Q1 		$261K Hold
3,267
– – 0.07% 121
2019
Q4 		$309K Hold
3,267
– – 0.07% 127
2019
Q3 		$308K Hold
3,267
– – 0.07% 126
2019
Q2 		$288K Hold
3,267
– – 0.07% 122
2019
Q1 		$274K Buy
3,267
+32
+1% +$2.54K 0.07% 119
2018
Q4 		$242K Buy
+3,235
New +$243K 0.07% 121

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

Graves Light Lenhart Wealth's AEP Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its American Electric Power (AEP) position steady in Q2 2026 at 6,870 shares worth $940K. The position accounts for 0.09% of the portfolio, ranked #90.

Graves Light Lenhart Wealth first reported a position in AEP in Q4 2018 and has held it in 31 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Graves Light Lenhart Wealth held 6,870 shares of American Electric Power worth $940K as of Q2 2026.
  • Graves Light Lenhart Wealth left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.09% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #90 holding.
  • Graves Light Lenhart Wealth first reported a position in American Electric Power in Q4 2018 and has held it in 31 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.