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Midwest Trust’s American Electric Power AEP Stock Holding History

Midwest Trust’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 		$12.8M Sell
93,418
-2,833
-3% -$373K 0.14% 136
2026
Q1 		$12.6M Sell
96,251
-2,462
-2% -$308K 0.16% 136
2025
Q4 		$11.4M Buy
98,713
+5,703
+6% +$674K 0.14% 141
2025
Q3 		$10.5M Buy
93,010
+2,350
+3% +$257K 0.14% 144
2025
Q2 		$9.41M Buy
+90,660
New +$9.43M 0.13% 156

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

Midwest Trust's AEP Position: Q2 2026 in Review

Midwest Trust reduced its American Electric Power (AEP) stake by 2.9% in Q2 2026, selling an estimated $373K and leaving 93,418 shares worth $12.8M. The position accounts for 0.14% of the portfolio, ranked #136.

Midwest Trust first reported a position in AEP in Q2 2025 and has held it in 5 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Midwest Trust held 93,418 shares of American Electric Power worth $12.8M as of Q2 2026.
  • Midwest Trust sold 2,833 American Electric Power shares in Q2 2026, an estimated $373K.
  • American Electric Power made up 0.14% of Midwest Trust's portfolio in Q2 2026, its #136 holding.
  • Midwest Trust first reported a position in American Electric Power in Q2 2025 and has held it in 5 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.