KWB Wealth’s American Electric Power AEP Stock Holding History

KWB 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	$324K	Buy	+2,371	New	+$312K	0.03%	142

Other funds holding AEP

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

KWB Wealth's AEP Position: Q2 2026 in Review

KWB Wealth opened a new position in American Electric Power (AEP) in Q2 2026: 2,371 shares worth $324K. The stake represents 0.03% of the portfolio and ranks #142 among its holdings.

325 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

KWB Wealth held 2,371 shares of American Electric Power worth $324K as of Q2 2026.
American Electric Power was a new KWB Wealth position in Q2 2026.
American Electric Power made up 0.03% of KWB Wealth's portfolio in Q2 2026, its #142 holding.
325 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on KWB Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.