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Mendel Money Management’s American Electric Power AEP Stock Holding History

Mendel Money 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 		$767K Sell
5,607
-395
-7% -$52K 0.28% 85
2026
Q1 		$787K Buy
6,002
+204
+4% +$25.5K 0.33% 85
2025
Q4 		$669K Sell
5,798
-200
-3% -$23.6K 0.28% 94
2025
Q3 		$675K Sell
5,998
-640
-10% -$70K 0.28% 92
2025
Q2 		$689K Buy
6,638
+50
+0.8% +$5.2K 0.31% 79
2025
Q1 		$720K Buy
6,588
+88
+1% +$8.91K 0.34% 76
2024
Q4 		$599K Buy
6,500
+60
+0.9% +$5.81K 0.27% 83
2024
Q3 		$661K Buy
6,440
+59
+0.9% +$5.76K 0.29% 81
2024
Q2 		$560K Buy
6,381
+24
+0.4% +$2.1K 0.26% 82
2024
Q1 		$547K Buy
6,357
+465
+8% +$37.8K 0.25% 83
2023
Q4 		$479K Buy
5,892
+520
+10% +$40.4K 0.23% 83
2023
Q3 		$404K Buy
5,372
+498
+10% +$40.5K 0.22% 91
2023
Q2 		$410K Buy
4,874
+630
+15% +$55.6K 0.21% 89
2023
Q1 		$386K Buy
4,244
+336
+9% +$30.7K 0.21% 92
2022
Q4 		$371K Buy
3,908
+410
+12% +$37.3K 0.21% 89
2022
Q3 		$302K Buy
+3,498
New +$346K 0.19% 93
2022
Q2 		– Sell
-2,758
Closed -$275K – 114
2022
Q1 		$275K Buy
+2,758
New +$252K 0.13% 112

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

Mendel Money Management's AEP Position: Q2 2026 in Review

Mendel Money Management reduced its American Electric Power (AEP) stake by 6.6% in Q2 2026, selling an estimated $52K and leaving 5,607 shares worth $767K. The position accounts for 0.28% of the portfolio, ranked #85.

Mendel Money Management first reported a position in AEP in Q1 2022 and has held it in 17 quarters since. The position peaked at $787K in Q1 2026. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Mendel Money Management held 5,607 shares of American Electric Power worth $767K as of Q2 2026.
  • Mendel Money Management sold 395 American Electric Power shares in Q2 2026, an estimated $52K.
  • American Electric Power made up 0.28% of Mendel Money Management's portfolio in Q2 2026, its #85 holding.
  • Mendel Money Management first reported a position in American Electric Power in Q1 2022 and has held it in 17 quarters since.
  • Mendel Money Management's American Electric Power position peaked at $787K in Q1 2026.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Mendel Money Management's 13F filing for Q2 2026, filed 30 Jul 2026.