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Medallion Wealth Advisors’s American Electric Power AEP Stock Holding History

Medallion Wealth Advisors’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 		$4.24K Buy
31
+1
+3% +$132 ﹤0.01% 887
2026
Q1 		$3.93K Hold
30
– – ﹤0.01% 916
2025
Q4 		$3.46K Hold
30
– – ﹤0.01% 917
2025
Q3 		$3.38K Hold
30
– – ﹤0.01% 917
2025
Q2 		$3.13K Hold
30
– – ﹤0.01% 907
2025
Q1 		$3.25K Hold
30
– – ﹤0.01% 853
2024
Q4 		$2.77K Buy
+30
New +$2.9K ﹤0.01% 819

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

Medallion Wealth Advisors's AEP Position: Q2 2026 in Review

Medallion Wealth Advisors increased its American Electric Power (AEP) stake by 3.3% in Q2 2026, buying an estimated $132 and bringing the position to 31 shares worth $4.24K. The position accounts for ﹤0.01% of the portfolio, ranked #887.

Medallion Wealth Advisors first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Medallion Wealth Advisors held 31 shares of American Electric Power worth $4.24K as of Q2 2026.
  • Medallion Wealth Advisors bought 1 American Electric Power share in Q2 2026, an estimated $132.
  • American Electric Power made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #887 holding.
  • Medallion Wealth Advisors first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.