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

Meridian 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 		$1.31M Sell
9,576
-814
-8% -$107K 0.04% 336
2026
Q1 		$1.36M Buy
10,390
+2,329
+29% +$291K 0.05% 302
2025
Q4 		$929K Buy
8,061
+3,017
+60% +$356K 0.03% 364
2025
Q3 		$567K Buy
5,044
+75
+2% +$8.21K 0.02% 447
2025
Q2 		$516K Buy
4,969
+17
+0.3% +$1.77K 0.02% 439
2025
Q1 		$541K Sell
4,952
-64
-1% -$6.48K 0.03% 396
2024
Q4 		$463K Buy
5,016
+60
+1% +$5.81K 0.02% 427
2024
Q3 		$509K Buy
+4,956
New +$484K 0.03% 403
2024
Q2 		– Sell
-5,391
Closed -$464K – 296
2024
Q1 		$464K Sell
5,391
-941
-15% -$76.5K 0.08% 141
2023
Q4 		$514K Sell
6,332
-5,770
-48% -$448K 0.03% 376
2023
Q3 		$910K Buy
12,102
+6,506
+116% +$529K 0.06% 253
2023
Q2 		$471K Sell
5,596
-632
-10% -$55.8K 0.04% 338
2023
Q1 		$567K Sell
6,228
-6
-0.1% -$549 0.05% 296
2022
Q4 		$592K Buy
6,234
+226
+4% +$20.6K 0.06% 279
2022
Q3 		$519K Sell
6,008
-682
-10% -$67.4K 0.06% 269
2022
Q2 		$642K Buy
6,690
+25
+0.4% +$2.48K 0.05% 297
2022
Q1 		$665K Buy
+6,665
New +$609K 0.07% 199
2021
Q3 		– Sell
-7,975
Closed -$675K – 391
2021
Q2 		$675K Buy
+7,975
New +$687K 0.09% 189
2019
Q3 		– Sell
-652
Closed -$57.4K – 206
2019
Q2 		$57.4K Buy
+652
New +$56.2K 0.02% 357

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

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

Meridian Wealth Management reduced its American Electric Power (AEP) stake by 7.8% in Q2 2026, selling an estimated $107K and leaving 9,576 shares worth $1.31M. The position accounts for 0.04% of the portfolio, ranked #336.

Meridian Wealth Management first reported a position in AEP in Q2 2019 and has held it in 19 quarters since. The position peaked at $1.36M in Q1 2026. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Meridian Wealth Management held 9,576 shares of American Electric Power worth $1.31M as of Q2 2026.
  • Meridian Wealth Management sold 814 American Electric Power shares in Q2 2026, an estimated $107K.
  • American Electric Power made up 0.04% of Meridian Wealth Management's portfolio in Q2 2026, its #336 holding.
  • Meridian Wealth Management first reported a position in American Electric Power in Q2 2019 and has held it in 19 quarters since.
  • Meridian Wealth Management's American Electric Power position peaked at $1.36M in Q1 2026.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.