Mosaic Family Wealth Partners’s American Electric Power AEP Stock Holding History

Mosaic Family Wealth Partners’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	$396K	Buy	2,895 +944	+48%	+$124K	0.03%	317
2026 Q1	$256K	Buy	1,951 +4	+0.2%	+$500	0.03%	247
2025 Q4	$224K	Hold	1,947	–	–	0.02%	218
2025 Q3	$214K	Hold	1,947	–	–	0.03%	215
2025 Q2	$202K	Hold	1,947	–	–	0.03%	221
2025 Q1	$213K	Buy	+1,947	New	+$197K	0.03%	204
2024 Q4	–	Sell	-2,010	Closed	-$206K	–	214
2024 Q3	$206K	Buy	+2,010	New	+$196K	0.03%	199
2024 Q1	–	Sell	-2,564	Closed	-$208K	–	202
2023 Q4	$208K	Buy	+2,564	New	+$199K	0.04%	187
2023 Q3	–	Sell	-2,451	Closed	-$206K	–	181
2023 Q2	$206K	Buy	2,451 +4	+0.2%	+$353	0.04%	178
2023 Q1	$223K	Sell	2,447 -85	-3%	-$7.78K	0.05%	169
2022 Q4	$240K	Buy	+2,532	New	+$230K	0.07%	157

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mosaic Family Wealth Partners's AEP Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its American Electric Power (AEP) stake by 48% in Q2 2026, buying an estimated $124K and bringing the position to 2,895 shares worth $396K. The position accounts for 0.03% of the portfolio, ranked #317.

Mosaic Family Wealth Partners first reported a position in AEP in Q4 2022 and has held it in 11 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Mosaic Family Wealth Partners held 2,895 shares of American Electric Power worth $396K as of Q2 2026.
Mosaic Family Wealth Partners bought 944 American Electric Power shares in Q2 2026, an estimated $124K.
American Electric Power made up 0.03% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #317 holding.
Mosaic Family Wealth Partners first reported a position in American Electric Power in Q4 2022 and has held it in 11 quarters since.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.