LWP
AEP icon

LeClair Wealth Partners’s American Electric Power AEP Stock Holding History

LeClair Wealth Partners’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 		$416K Buy
+3,039
New +$400K 0.22% 74
2026
Q1 		– Sell
-2,874
Closed -$331K – 106
2025
Q4 		$331K Hold
2,874
– – 0.19% 72
2025
Q3 		$323K Hold
2,874
– – 0.2% 67
2025
Q2 		$298K Hold
2,874
– – 0.2% 76
2025
Q1 		$314K Hold
2,874
– – 0.23% 74
2024
Q4 		$265K Buy
+2,874
New +$278K 0.18% 84

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

LeClair Wealth Partners's AEP Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in American Electric Power (AEP) in Q2 2026: 3,039 shares worth $416K. The stake represents 0.22% of the portfolio and ranks #74 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in AEP as recently as Q4 2025.

LeClair Wealth Partners first reported a position in AEP in Q4 2024 and has held it in 6 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • LeClair Wealth Partners held 3,039 shares of American Electric Power worth $416K as of Q2 2026.
  • American Electric Power was a new LeClair Wealth Partners position in Q2 2026.
  • American Electric Power made up 0.22% of LeClair Wealth Partners's portfolio in Q2 2026, its #74 holding.
  • LeClair Wealth Partners first reported a position in American Electric Power in Q4 2024 and has held it in 6 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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