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HB Wealth Management’s American Electric Power AEP Stock Holding History

HB 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 		$6.03M Sell
44,065
-7,914
-15% -$1.04M 0.03% 247
2026
Q1 		$6.81M Buy
51,979
+1,741
+3% +$218K 0.04% 208
2025
Q4 		$5.79M Buy
50,238
+1,701
+4% +$201K 0.04% 235
2025
Q3 		$5.46M Buy
48,537
+846
+2% +$92.6K 0.04% 241
2025
Q2 		$4.95M Buy
47,691
+1,033
+2% +$107K 0.04% 231
2025
Q1 		$5.1M Buy
46,658
+10,758
+30% +$1.09M 0.04% 226
2024
Q4 		$3.31M Buy
35,900
+4,741
+15% +$459K 0.03% 211
2024
Q3 		$3.2M Buy
31,159
+2,179
+8% +$213K 0.03% 214
2024
Q2 		$2.54M Buy
28,980
+7,265
+33% +$636K 0.03% 233
2024
Q1 		$1.87M Buy
21,715
+929
+4% +$75.5K 0.02% 260
2023
Q4 		$1.69M Buy
20,786
+19
+0.1% +$1.48K 0.02% 248
2023
Q3 		$1.56M Buy
20,767
+1,081
+5% +$88K 0.03% 243
2023
Q2 		$1.66M Buy
19,686
+478
+2% +$42.2K 0.03% 230
2023
Q1 		$1.75M Buy
19,208
+54
+0.3% +$4.94K 0.03% 213
2022
Q4 		$1.82M Buy
19,154
+114
+0.6% +$10.4K 0.03% 207
2022
Q3 		$1.65M Buy
19,040
+2,015
+12% +$199K 0.04% 198
2022
Q2 		$1.63M Buy
17,025
+3,370
+25% +$334K 0.03% 193
2022
Q1 		$1.36M Buy
13,655
+2,697
+25% +$246K 0.03% 225
2021
Q4 		$975K Buy
+10,958
New +$924K 0.02% 240

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

HB Wealth Management's AEP Position: Q2 2026 in Review

HB Wealth Management reduced its American Electric Power (AEP) stake by 15% in Q2 2026, selling an estimated $1.04M and leaving 44,065 shares worth $6.03M. The position accounts for 0.03% of the portfolio, ranked #247.

HB Wealth Management first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.81M in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • HB Wealth Management held 44,065 shares of American Electric Power worth $6.03M as of Q2 2026.
  • HB Wealth Management sold 7,914 American Electric Power shares in Q2 2026, an estimated $1.04M.
  • American Electric Power made up 0.03% of HB Wealth Management's portfolio in Q2 2026, its #247 holding.
  • HB Wealth Management first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • HB Wealth Management's American Electric Power position peaked at $6.81M in Q1 2026.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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