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Laurel Oak Wealth Management’s American Electric Power AEP Stock Holding History

Laurel Oak 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 		$345K Buy
2,523
+148
+6% +$19.5K 0.05% 264
2026
Q1 		$311K Sell
2,375
-1,353
-36% -$169K 0.05% 265
2025
Q4 		$430K Buy
+3,728
New +$440K 0.07% 205

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

Laurel Oak Wealth Management's AEP Position: Q2 2026 in Review

Laurel Oak Wealth Management increased its American Electric Power (AEP) stake by 6.2% in Q2 2026, buying an estimated $19.5K and bringing the position to 2,523 shares worth $345K. The position accounts for 0.05% of the portfolio, ranked #264.

Laurel Oak Wealth Management first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $430K in Q4 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Laurel Oak Wealth Management held 2,523 shares of American Electric Power worth $345K as of Q2 2026.
  • Laurel Oak Wealth Management bought 148 American Electric Power shares in Q2 2026, an estimated $19.5K.
  • American Electric Power made up 0.05% of Laurel Oak Wealth Management's portfolio in Q2 2026, its #264 holding.
  • Laurel Oak Wealth Management first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • Laurel Oak Wealth Management's American Electric Power position peaked at $430K in Q4 2025.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Laurel Oak Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.