HWMO
AEP icon

Heritage Wealth Management (Ohio)’s American Electric Power AEP Stock Holding History

Heritage Wealth Management (Ohio)’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 		$583K Hold
4,260
– – 0.15% 148
2026
Q1 		$558K Buy
4,260
+458
+12% +$57.3K 0.28% 89
2025
Q4 		$438K Buy
3,802
+42
+1% +$4.96K 0.12% 165
2025
Q3 		$423K Hold
3,760
– – 0.12% 159
2025
Q2 		$390K Sell
3,760
-350
-9% -$36.4K 0.13% 167
2025
Q1 		$449K Hold
4,110
– – 0.15% 146
2024
Q4 		$379K Hold
4,110
– – 0.13% 163
2024
Q3 		$422K Hold
4,110
– – 0.14% 154
2024
Q2 		$361K Buy
+4,110
New +$360K 0.12% 165

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

Heritage Wealth Management (Ohio)'s AEP Position: Q2 2026 in Review

Heritage Wealth Management (Ohio) held its American Electric Power (AEP) position steady in Q2 2026 at 4,260 shares worth $583K. The position accounts for 0.15% of the portfolio, ranked #148.

Heritage Wealth Management (Ohio) first reported a position in AEP in Q2 2024 and has held it in 9 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Heritage Wealth Management (Ohio) held 4,260 shares of American Electric Power worth $583K as of Q2 2026.
  • Heritage Wealth Management (Ohio) left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.15% of Heritage Wealth Management (Ohio)'s portfolio in Q2 2026, its #148 holding.
  • Heritage Wealth Management (Ohio) first reported a position in American Electric Power in Q2 2024 and has held it in 9 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Heritage Wealth Management (Ohio)'s 13F filing for Q2 2026, filed 28 Jul 2026.