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

Modera 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 		$705K Sell
5,153
-118
-2% -$15.5K 0.01% 401
2026
Q1 		$691K Sell
5,271
-275
-5% -$34.4K 0.01% 382
2025
Q4 		$639K Buy
5,546
+74
+1% +$8.74K 0.01% 410
2025
Q3 		$616K Sell
5,472
-49
-0.9% -$5.36K 0.01% 422
2025
Q2 		$573K Sell
5,521
-308
-5% -$32K 0.01% 420
2025
Q1 		$637K Sell
5,829
-573
-9% -$58K 0.01% 386
2024
Q4 		$590K Buy
6,402
+548
+9% +$53K 0.01% 405
2024
Q3 		$601K Sell
5,854
-11
-0.2% -$1.07K 0.01% 385
2024
Q2 		$515K Sell
5,865
-568
-9% -$49.7K 0.01% 389
2024
Q1 		$554K Sell
6,433
-16
-0.2% -$1.3K 0.01% 376
2023
Q4 		$524K Buy
6,449
+45
+0.7% +$3.49K 0.01% 370
2023
Q3 		$482K Sell
6,404
-31
-0.5% -$2.52K 0.01% 366
2023
Q2 		$542K Buy
+6,435
New +$568K 0.01% 367

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

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

Modera Wealth Management reduced its American Electric Power (AEP) stake by 2.2% in Q2 2026, selling an estimated $15.5K and leaving 5,153 shares worth $705K. The position accounts for 0.01% of the portfolio, ranked #401.

Modera Wealth Management first reported a position in AEP in Q2 2023 and has held it in 13 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Modera Wealth Management held 5,153 shares of American Electric Power worth $705K as of Q2 2026.
  • Modera Wealth Management sold 118 American Electric Power shares in Q2 2026, an estimated $15.5K.
  • American Electric Power made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #401 holding.
  • Modera Wealth Management first reported a position in American Electric Power in Q2 2023 and has held it in 13 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.