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Great Diamond Partners’s American Electric Power AEP Stock Holding History

Great Diamond Partners’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 		$433K Sell
3,165
-4
-0.1% -$527 0.07% 181
2026
Q1 		$415K Buy
3,169
+6
+0.2% +$751 0.08% 178
2025
Q4 		$365K Hold
3,163
– – 0.07% 185
2025
Q3 		$356K Sell
3,163
-7
-0.2% -$766 0.07% 173
2025
Q2 		$329K Buy
+3,170
New +$330K 0.07% 175

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

Great Diamond Partners's AEP Position: Q2 2026 in Review

Great Diamond Partners reduced its American Electric Power (AEP) stake by 0.13% in Q2 2026, selling an estimated $527 and leaving 3,165 shares worth $433K. The position accounts for 0.07% of the portfolio, ranked #181.

Great Diamond Partners first reported a position in AEP in Q2 2025 and has held it in 5 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Great Diamond Partners held 3,165 shares of American Electric Power worth $433K as of Q2 2026.
  • Great Diamond Partners sold 4 American Electric Power shares in Q2 2026, an estimated $527.
  • American Electric Power made up 0.07% of Great Diamond Partners's portfolio in Q2 2026, its #181 holding.
  • Great Diamond Partners first reported a position in American Electric Power in Q2 2025 and has held it in 5 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Great Diamond Partners's 13F filing for Q2 2026, filed 17 Jul 2026.