MBL Wealth’s American Electric Power AEP Stock Holding History

MBL 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	$525K	Sell	3,838 -26	-0.7%	-$3.42K	0.04%	207
2026 Q1	$506K	Buy	3,864 +97	+3%	+$12.1K	0.04%	199
2025 Q4	$434K	Buy	+3,767	New	+$445K	0.03%	191

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MBL Wealth's AEP Position: Q2 2026 in Review

MBL Wealth reduced its American Electric Power (AEP) stake by 0.67% in Q2 2026, selling an estimated $3.42K and leaving 3,838 shares worth $525K. The position accounts for 0.04% of the portfolio, ranked #207.

MBL Wealth first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 1,977 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

MBL Wealth held 3,838 shares of American Electric Power worth $525K as of Q2 2026.
MBL Wealth sold 26 American Electric Power shares in Q2 2026, an estimated $3.42K.
American Electric Power made up 0.04% of MBL Wealth's portfolio in Q2 2026, its #207 holding.
MBL Wealth first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
1,977 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.