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

IMG 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
Q3 		$7.12K Sell
60
-42
-41% -$5.32K ﹤0.01% 372
2026
Q2 		$14K Buy
102
+57
+127% +$7.51K 0.01% 277
2026
Q1 		$5.9K Sell
45
-28
-38% -$3.5K ﹤0.01% 356
2025
Q4 		$8.42K Buy
73
+42
+135% +$4.96K 0.01% 340
2025
Q3 		$3.49K Hold
31
– – ﹤0.01% 393
2025
Q2 		$3.22K Buy
+31
New +$3.22K ﹤0.01% 403

Other funds holding AEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

IMG Wealth Management's AEP Position: Q3 2026 in Review

IMG Wealth Management reduced its American Electric Power (AEP) stake by 41% in Q3 2026, selling an estimated $5.32K and leaving 60 shares worth $7.12K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

IMG Wealth Management first reported a position in AEP in Q2 2025 and has held it in 6 quarters since. The position peaked at $14K in Q2 2026. 1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • IMG Wealth Management held 60 shares of American Electric Power worth $7.12K as of Q3 2026.
  • IMG Wealth Management sold 42 American Electric Power shares in Q3 2026, an estimated $5.32K.
  • American Electric Power made up ﹤0.01% of IMG Wealth Management's portfolio in Q3 2026, its #372 holding.
  • IMG Wealth Management first reported a position in American Electric Power in Q2 2025 and has held it in 6 quarters since.
  • IMG Wealth Management's American Electric Power position peaked at $14K in Q2 2026.
  • 1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on IMG Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.