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

Jeppson 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 		$4.74M Sell
34,666
-194
-0.6% -$25.6K 1.4% 12
2026
Q1 		$4.57M Sell
34,860
-915
-3% -$114K 1.43% 12
2025
Q4 		$4.13M Sell
35,775
-80
-0.2% -$9.45K 1.31% 16
2025
Q3 		$4.03M Sell
35,855
-400
-1% -$43.8K 1.29% 14
2025
Q2 		$3.76M Sell
36,255
-164
-0.5% -$17.1K 1.3% 14
2025
Q1 		$3.98M Sell
36,419
-169
-0.5% -$17.1K 1.46% 13
2024
Q4 		$3.37M Sell
36,588
-787
-2% -$76.2K 1.22% 17
2024
Q3 		$3.83M Sell
37,375
-21
-0.1% -$2.05K 1.37% 13
2024
Q2 		$3.28M Sell
37,396
-580
-2% -$50.7K 1.25% 15
2024
Q1 		$3.27M Buy
37,976
+142
+0.4% +$11.5K 1.27% 14
2023
Q4 		$3.07M Sell
37,834
-6,533
-15% -$507K 1.27% 13
2023
Q3 		$3.34M Buy
44,367
+5,975
+16% +$486K 1.53% 10
2023
Q2 		$3.23M Buy
38,392
+2,229
+6% +$197K 1.41% 13
2023
Q1 		$3.29M Sell
36,163
-304
-0.8% -$27.8K 1.43% 9
2022
Q4 		$3.46M Buy
36,467
+1,293
+4% +$118K 1.46% 10
2022
Q3 		$3.04M Sell
35,174
-245
-0.7% -$24.2K 1.38% 11
2022
Q2 		$3.4M Buy
35,419
+36
+0.1% +$3.57K 1.46% 10
2022
Q1 		$3.53M Sell
35,383
-120
-0.3% -$11K 1.65% 10
2021
Q4 		$3.16M Buy
35,503
+129
+0.4% +$10.9K 1.52% 14
2021
Q3 		$2.87M Buy
35,374
+1,070
+3% +$93.4K 1.5% 13
2021
Q2 		$2.9M Sell
34,304
-20
-0.1% -$1.72K 1.58% 11
2021
Q1 		$2.91M Buy
34,324
+12,753
+59% +$1.03M 1.73% 10
2020
Q4 		$1.8M Buy
21,571
+1,263
+6% +$110K 1.19% 16
2020
Q3 		$1.66M Buy
+20,308
New +$1.67M 1.3% 13

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

Jeppson Wealth Management's AEP Position: Q2 2026 in Review

Jeppson Wealth Management reduced its American Electric Power (AEP) stake by 0.56% in Q2 2026, selling an estimated $25.6K and leaving 34,666 shares worth $4.74M. The position accounts for 1.4% of the portfolio, ranked #12.

Jeppson Wealth Management first reported a position in AEP in Q3 2020 and has held it in 24 quarters since. 1,979 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Jeppson Wealth Management held 34,666 shares of American Electric Power worth $4.74M as of Q2 2026.
  • Jeppson Wealth Management sold 194 American Electric Power shares in Q2 2026, an estimated $25.6K.
  • American Electric Power made up 1.4% of Jeppson Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Jeppson Wealth Management first reported a position in American Electric Power in Q3 2020 and has held it in 24 quarters since.
  • 1,979 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.