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Legacy Wealth Management (Idaho)’s American Electric Power AEP Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-304
Closed -$39.8K – 211
2026
Q1 		$39.8K Buy
304
+73
+32% +$9.13K 0.02% 297
2025
Q4 		$26.6K Buy
231
+154
+200% +$18.2K 0.01% 292
2025
Q3 		$8.66K Buy
+77
New +$8.43K ﹤0.01% 365
2024
Q4 		– Sell
-273
Closed -$25.5K – 756
2024
Q3 		$25.5K Buy
+273
New +$26.6K 0.01% 184

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

Legacy Wealth Management (Idaho)'s AEP Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 304 shares — an estimated $39.8K sold.

Legacy Wealth Management (Idaho) first reported a position in AEP in Q3 2024 and held it in 4 quarters. The position peaked at $39.8K in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 304 American Electric Power shares in Q2 2026, an estimated $39.8K.
  • Legacy Wealth Management (Idaho) first reported a position in American Electric Power in Q3 2024 and held it in 4 quarters.
  • Legacy Wealth Management (Idaho)'s American Electric Power position peaked at $39.8K in Q1 2026.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.