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Mitchell McLeod Pugh & Williams’s American Electric Power AEP Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$289K Hold
2,110
– – 0.04% 266
2026
Q1 		$277K Hold
2,110
– – 0.04% 254
2025
Q4 		$255K Hold
2,110
– – 0.04% 260
2025
Q3 		$243K Buy
+2,110
New +$231K 0.04% 253

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 $3.38T AUM 44.17% 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

Mitchell McLeod Pugh & Williams's AEP Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams held its American Electric Power (AEP) position steady in Q2 2026 at 2,110 shares worth $289K. The position accounts for 0.04% of the portfolio, ranked #266.

Mitchell McLeod Pugh & Williams first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 2,110 shares of American Electric Power worth $289K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.04% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #266 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.