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NewEdge Wealth’s American Electric Power AEP Stock Holding History

NewEdge Wealth’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 		$1.26M Buy
9,175
+2,690
+41% +$354K 0.01% 594
2026
Q1 		$850K Sell
6,485
-977
-13% -$122K 0.01% 662
2025
Q4 		$860K Buy
7,462
+3,631
+95% +$429K 0.01% 674
2025
Q3 		$459K Buy
3,831
+803
+27% +$87.9K 0.01% 772
2025
Q2 		$344K Sell
3,028
-597
-16% -$62.1K 0.01% 796
2025
Q1 		$396K Sell
3,625
-435
-11% -$44.1K 0.01% 711
2024
Q4 		$374K Sell
4,060
-216
-5% -$20.9K 0.01% 705
2024
Q3 		$439K Buy
4,276
+1,617
+61% +$158K 0.01% 649
2024
Q2 		$233K Sell
2,659
-705
-21% -$61.7K 0.01% 697
2024
Q1 		$297K Sell
3,364
-100
-3% -$8.13K 0.01% 666
2023
Q4 		$281K Sell
3,464
-176
-5% -$13.7K 0.01% 635
2023
Q3 		$274K Sell
3,640
-8,942
-71% -$728K 0.01% 561
2023
Q2 		$1.06M Buy
12,582
+9,756
+345% +$862K 0.04% 342
2023
Q1 		$257K Sell
2,826
-2,279
-45% -$208K 0.01% 533
2022
Q4 		$485K Buy
5,105
+1,861
+57% +$169K 0.02% 372
2022
Q3 		$280K Sell
3,244
-7,030
-68% -$695K 0.01% 440
2022
Q2 		$986K Buy
10,274
+7,677
+296% +$761K 0.04% 290
2022
Q1 		$259K Sell
2,597
-292
-10% -$26.7K 0.01% 377
2021
Q4 		$257K Buy
+2,889
New +$244K 0.01% 358
2021
Q3 		– Sell
-33,292
Closed -$2.82M – 284
2021
Q2 		$2.82M Buy
33,292
+3,493
+12% +$301K 0.22% 103
2021
Q1 		$2.52M Buy
29,799
+21,086
+242% +$1.7M 0.25% 91
2020
Q4 		$726K Buy
+8,713
New +$756K 0.22% 100

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

NewEdge Wealth's AEP Position: Q2 2026 in Review

NewEdge Wealth increased its American Electric Power (AEP) stake by 41% in Q2 2026, buying an estimated $354K and bringing the position to 9,175 shares worth $1.26M. The position accounts for 0.01% of the portfolio, ranked #594.

NewEdge Wealth first reported a position in AEP in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.82M in Q2 2021. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • NewEdge Wealth held 9,175 shares of American Electric Power worth $1.26M as of Q2 2026.
  • NewEdge Wealth bought 2,690 American Electric Power shares in Q2 2026, an estimated $354K.
  • American Electric Power made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #594 holding.
  • NewEdge Wealth first reported a position in American Electric Power in Q4 2020 and has held it in 22 quarters since.
  • NewEdge Wealth's American Electric Power position peaked at $2.82M in Q2 2021.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.