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Institute for Wealth Management’s American Electric Power AEP Stock Holding History

Institute for 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 		$610K Sell
4,458
-100
-2% -$13.2K 0.05% 287
2026
Q1 		$597K Buy
4,558
+128
+3% +$16K 0.06% 284
2025
Q4 		$511K Buy
4,430
+116
+3% +$13.7K 0.05% 311
2025
Q3 		$485K Sell
4,314
-101
-2% -$11.1K 0.05% 331
2025
Q2 		$458K Buy
4,415
+70
+2% +$7.28K 0.05% 331
2025
Q1 		$475K Sell
4,345
-55
-1% -$5.57K 0.06% 301
2024
Q4 		$406K Sell
4,400
-264
-6% -$25.5K 0.05% 332
2024
Q3 		$479K Sell
4,664
-33
-0.7% -$3.22K 0.06% 309
2024
Q2 		$412K Sell
4,697
-12
-0.3% -$1.05K 0.06% 321
2024
Q1 		$405K Buy
4,709
+165
+4% +$13.4K 0.05% 326
2023
Q4 		$369K Sell
4,544
-61
-1% -$4.74K 0.06% 331
2023
Q3 		$346K Sell
4,605
-67
-1% -$5.45K 0.06% 319
2023
Q2 		$393K Sell
4,672
-103
-2% -$9.1K 0.07% 308
2023
Q1 		$434K Sell
4,775
-55
-1% -$5.03K 0.08% 282
2022
Q4 		$459K Sell
4,830
-97
-2% -$8.83K 0.1% 274
2022
Q3 		$426K Buy
4,927
+100
+2% +$9.89K 0.1% 269
2022
Q2 		$463K Hold
4,827
– – 0.09% 287
2022
Q1 		$482K Hold
4,827
– – 0.08% 299
2021
Q4 		$429K Sell
4,827
-237
-5% -$20K 0.07% 306
2021
Q3 		$411K Sell
5,064
-27
-0.5% -$2.36K 0.07% 307
2021
Q2 		$431K Sell
5,091
-55
-1% -$4.74K 0.08% 301
2021
Q1 		$436K Sell
5,146
-260
-5% -$21K 0.08% 288
2020
Q4 		$450K Sell
5,406
-1,147
-18% -$99.5K 0.09% 271
2020
Q3 		$536K Sell
6,553
-690
-10% -$56.8K 0.12% 211
2020
Q2 		$577K Buy
7,243
+62
+0.9% +$5.06K 0.14% 201
2020
Q1 		$574K Buy
7,181
+293
+4% +$27.7K 0.18% 159
2019
Q4 		$651K Buy
+6,888
New +$636K 0.15% 208

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

Institute for Wealth Management's AEP Position: Q2 2026 in Review

Institute for Wealth Management reduced its American Electric Power (AEP) stake by 2.2% in Q2 2026, selling an estimated $13.2K and leaving 4,458 shares worth $610K. The position accounts for 0.05% of the portfolio, ranked #287.

Institute for Wealth Management first reported a position in AEP in Q4 2019 and has held it in 27 quarters since. The position peaked at $651K in Q4 2019. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Institute for Wealth Management held 4,458 shares of American Electric Power worth $610K as of Q2 2026.
  • Institute for Wealth Management sold 100 American Electric Power shares in Q2 2026, an estimated $13.2K.
  • American Electric Power made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #287 holding.
  • Institute for Wealth Management first reported a position in American Electric Power in Q4 2019 and has held it in 27 quarters since.
  • Institute for Wealth Management's American Electric Power position peaked at $651K in Q4 2019.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.