MWM
AEP icon

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

Modern 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 		$1,000K Buy
7,308
+1,959
+37% +$258K 0.01% 525
2026
Q1 		$704K Buy
5,349
+414
+8% +$51.8K 0.01% 495
2025
Q4 		$569K Buy
4,935
+342
+7% +$40.4K 0.01% 509
2025
Q3 		$517K Buy
4,593
+118
+3% +$12.9K 0.01% 499
2025
Q2 		$464K Sell
4,475
-280
-6% -$29.1K 0.01% 496
2025
Q1 		$520K Buy
4,755
+712
+18% +$72.1K 0.02% 413
2024
Q4 		$373K Buy
4,043
+608
+18% +$58.8K 0.01% 417
2024
Q3 		$352K Buy
3,435
+565
+20% +$55.1K 0.02% 311
2024
Q2 		$252K Buy
2,870
+257
+10% +$22.5K 0.02% 342
2024
Q1 		$225K Buy
+2,613
New +$212K 0.02% 274

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

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

Modern Wealth Management increased its American Electric Power (AEP) stake by 37% in Q2 2026, buying an estimated $258K and bringing the position to 7,308 shares worth $1,000K. The position accounts for 0.01% of the portfolio, ranked #525.

Modern Wealth Management first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Modern Wealth Management held 7,308 shares of American Electric Power worth $1,000K as of Q2 2026.
  • Modern Wealth Management bought 1,959 American Electric Power shares in Q2 2026, an estimated $258K.
  • American Electric Power made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #525 holding.
  • Modern Wealth Management first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.