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Horizon Family Wealth’s American Electric Power AEP Stock Holding History

Horizon Family 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 		$556K Buy
4,064
+301
+8% +$39.7K 0.25% 62
2026
Q1 		$493K Buy
3,763
+750
+25% +$93.8K 0.26% 61
2025
Q4 		$347K Buy
3,013
+24
+0.8% +$2.83K 0.19% 69
2025
Q3 		$336K Buy
2,989
+25
+0.8% +$2.73K 0.19% 64
2025
Q2 		$308K Sell
2,964
-1,396
-32% -$145K 0.19% 68
2025
Q1 		$476K Buy
4,360
+490
+13% +$49.6K 0.32% 45
2024
Q4 		$357K Buy
3,870
+94
+2% +$9.1K 0.24% 58
2024
Q3 		$387K Buy
3,776
+82
+2% +$8K 0.28% 48
2024
Q2 		$324K Buy
3,694
+29
+0.8% +$2.54K 0.25% 54
2024
Q1 		$316K Buy
+3,665
New +$298K 0.24% 55

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

Horizon Family Wealth's AEP Position: Q2 2026 in Review

Horizon Family Wealth increased its American Electric Power (AEP) stake by 8% in Q2 2026, buying an estimated $39.7K and bringing the position to 4,064 shares worth $556K. The position accounts for 0.25% of the portfolio, ranked #62.

Horizon Family Wealth first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Horizon Family Wealth held 4,064 shares of American Electric Power worth $556K as of Q2 2026.
  • Horizon Family Wealth bought 301 American Electric Power shares in Q2 2026, an estimated $39.7K.
  • American Electric Power made up 0.25% of Horizon Family Wealth's portfolio in Q2 2026, its #62 holding.
  • Horizon Family Wealth first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Horizon Family Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.