Jamison Private Wealth Management’s American Electric Power AEP Stock Holding History

Jamison Private 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	$2.79M	Buy	20,368 +423	+2%	+$55.7K	0.28%	77
2026 Q1	$2.61M	Buy	19,945 +292	+1%	+$36.5K	0.32%	72
2025 Q4	$2.27M	Buy	19,653 +60	+0.3%	+$7.09K	0.28%	78
2025 Q3	$2.2M	Sell	19,593 -119	-0.6%	-$13K	0.28%	78
2025 Q2	$2.05M	Buy	19,712 +284	+1%	+$29.5K	0.29%	75
2025 Q1	$2.12M	Sell	19,428 -17	-0.1%	-$1.72K	0.32%	73
2024 Q4	$1.79M	Sell	19,445 -52	-0.3%	-$5.03K	0.26%	83
2024 Q3	$2M	Buy	19,497 +34	+0.2%	+$3.32K	0.3%	78
2024 Q2	$1.71M	Sell	19,463 -573	-3%	-$50.1K	0.28%	77
2024 Q1	$1.73M	Sell	20,036 -100	-0.5%	-$8.13K	0.29%	80
2023 Q4	$1.64M	Sell	20,136 -1,050	-5%	-$81.5K	0.31%	78
2023 Q3	$1.59M	Buy	+21,186	New	+$1.72M	0.33%	75

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jamison Private Wealth Management's AEP Position: Q2 2026 in Review

Jamison Private Wealth Management increased its American Electric Power (AEP) stake by 2.1% in Q2 2026, buying an estimated $55.7K and bringing the position to 20,368 shares worth $2.79M. The position accounts for 0.28% of the portfolio, ranked #77.

Jamison Private Wealth Management first reported a position in AEP in Q3 2023 and has held it in 12 quarters since. 1,985 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Jamison Private Wealth Management held 20,368 shares of American Electric Power worth $2.79M as of Q2 2026.
Jamison Private Wealth Management bought 423 American Electric Power shares in Q2 2026, an estimated $55.7K.
American Electric Power made up 0.28% of Jamison Private Wealth Management's portfolio in Q2 2026, its #77 holding.
Jamison Private Wealth Management first reported a position in American Electric Power in Q3 2023 and has held it in 12 quarters since.
1,985 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.