AWL
AEP icon

AFFINITY WEALTH LLC’s American Electric Power AEP Stock Holding History

AFFINITY WEALTH LLC’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 		$5.88K Hold
43
– – ﹤0.01% 20
2026
Q1 		$5.64K Hold
43
– – ﹤0.01% 17
2025
Q4 		$4.96K Sell
43
-991
-96% -$117K ﹤0.01% 43
2025
Q3 		$116K Hold
1,034
– – 0.09% 13
2025
Q2 		$107K Hold
1,034
– – 0.09% 12
2025
Q1 		$113K Buy
1,034
+23
+2% +$2.33K 0.12% 11
2024
Q4 		$93.2K Buy
+1,011
New +$97.8K 0.1% 11

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

AFFINITY WEALTH LLC's AEP Position: Q2 2026 in Review

AFFINITY WEALTH LLC held its American Electric Power (AEP) position steady in Q2 2026 at 43 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #20.

AFFINITY WEALTH LLC first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. The position peaked at $116K in Q3 2025. 1,977 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • AFFINITY WEALTH LLC held 43 shares of American Electric Power worth $5.88K as of Q2 2026.
  • AFFINITY WEALTH LLC left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up ﹤0.01% of AFFINITY WEALTH LLC's portfolio in Q2 2026, its #20 holding.
  • AFFINITY WEALTH LLC first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • AFFINITY WEALTH LLC's American Electric Power position peaked at $116K in Q3 2025.
  • 1,977 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on AFFINITY WEALTH LLC's 13F filing for Q2 2026, filed 26 Aug 2026.