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High Note Wealth’s American Electric Power AEP Stock Holding History

High Note 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 		$26.4K Sell
193
-119
-38% -$15.7K ﹤0.01% 253
2026
Q1 		$40.9K Buy
312
+18
+6% +$2.25K 0.01% 209
2025
Q4 		$33.9K Sell
294
-49
-14% -$5.79K 0.01% 216
2025
Q3 		$38.6K Buy
343
+2
+0.6% +$219 0.01% 197
2025
Q2 		$35.4K Hold
341
– – 0.01% 202
2025
Q1 		$37.3K Hold
341
– – 0.01% 192
2024
Q4 		$31.4K Buy
+341
New +$33K 0.01% 203

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

High Note Wealth's AEP Position: Q2 2026 in Review

High Note Wealth reduced its American Electric Power (AEP) stake by 38% in Q2 2026, selling an estimated $15.7K and leaving 193 shares worth $26.4K. The position accounts for ﹤0.01% of the portfolio, ranked #253.

High Note Wealth first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $40.9K in Q1 2026. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • High Note Wealth held 193 shares of American Electric Power worth $26.4K as of Q2 2026.
  • High Note Wealth sold 119 American Electric Power shares in Q2 2026, an estimated $15.7K.
  • American Electric Power made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #253 holding.
  • High Note Wealth first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • High Note Wealth's American Electric Power position peaked at $40.9K in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.