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

Mascoma 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 		$83.9K Buy
613
+2
+0.3% +$263 0.02% 147
2026
Q1 		$80.1K Hold
611
– – 0.02% 148
2025
Q4 		$70.5K Sell
611
-28
-4% -$3.31K 0.02% 153
2025
Q3 		$71.9K Buy
639
+39
+7% +$4.27K 0.02% 163
2025
Q2 		$62.3K Hold
600
– – 0.01% 170
2025
Q1 		$65.6K Hold
600
– – 0.02% 167
2024
Q4 		$55.3K Hold
600
– – 0.01% 186
2024
Q3 		$61.6K Hold
600
– – 0.02% 180
2024
Q2 		$52.6K Buy
+600
New +$52.5K 0.01% 185
2023
Q2 		– Sell
-104
Closed -$9.61K – 483
2023
Q1 		$9.61K Buy
104
+102
+5,100% +$9.33K ﹤0.01% 410
2022
Q4 		$190 Hold
2
– – ﹤0.01% 614
2022
Q3 		$0 Hold
2
– – ﹤0.01% 598
2022
Q2 		$0 Hold
2
– – ﹤0.01% 600
2022
Q1 		$0 Hold
2
– – ﹤0.01% 582
2021
Q4 		$0 Hold
2
– – ﹤0.01% 524
2021
Q3 		$0 Buy
+2
New +$175 ﹤0.01% 440
2021
Q2 		– Sell
-2
Closed – – 110
2021
Q1 		$0 Buy
+2
New +$161 ﹤0.01% 434
2019
Q3 		– Sell
-2
Closed – – 85
2019
Q2 		$0 Hold
2
– – ﹤0.01% 378
2019
Q1 		$0 Hold
2
– – ﹤0.01% 391
2018
Q4 		$0 Hold
2
– – ﹤0.01% 371
2018
Q3 		$0 Hold
2
– – ﹤0.01% 393
2018
Q2 		$0 Hold
2
– – ﹤0.01% 391
2018
Q1 		$0 Hold
2
– – ﹤0.01% 370
2017
Q4 		$0 Hold
2
– – ﹤0.01% 368
2017
Q3 		$0 Hold
2
– – ﹤0.01% 395
2017
Q2 		$0 Buy
+2
New +$139 ﹤0.01% 406

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

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

Mascoma Wealth Management increased its American Electric Power (AEP) stake by 0.33% in Q2 2026, buying an estimated $263 and bringing the position to 613 shares worth $83.9K. The position accounts for 0.02% of the portfolio, ranked #147.

Mascoma Wealth Management first reported a position in AEP in Q2 2017 and has held it in 26 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Mascoma Wealth Management held 613 shares of American Electric Power worth $83.9K as of Q2 2026.
  • Mascoma Wealth Management bought 2 American Electric Power shares in Q2 2026, an estimated $263.
  • American Electric Power made up 0.02% of Mascoma Wealth Management's portfolio in Q2 2026, its #147 holding.
  • Mascoma Wealth Management first reported a position in American Electric Power in Q2 2017 and has held it in 26 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Mascoma Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.