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

Northwest 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	$220K	Sell	1,609 -8	-0.5%	-$1.05K	0.03%	247
2026 Q1	$212K	Buy	+1,617	New	+$202K	0.03%	236
2019 Q2	–	Sell	-626	Closed	-$52K	–	124
2019 Q1	$52K	Hold	626	–	–	0.04%	212
2018 Q4	$47K	Hold	626	–	–	0.04%	204
2018 Q3	$44K	Hold	626	–	–	0.03%	218
2018 Q2	$43K	Hold	626	–	–	0.03%	223
2018 Q1	$43K	Buy	+626	New	+$42.1K	0.03%	229

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 $3.37T AUM 44.26% 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

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

Northwest Wealth Management reduced its American Electric Power (AEP) stake by 0.49% in Q2 2026, selling an estimated $1.05K and leaving 1,609 shares worth $220K. The position accounts for 0.03% of the portfolio, ranked #247.

Northwest Wealth Management first reported a position in AEP in Q1 2018 and has held it in 7 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Northwest Wealth Management held 1,609 shares of American Electric Power worth $220K as of Q2 2026.
Northwest Wealth Management sold 8 American Electric Power shares in Q2 2026, an estimated $1.05K.
American Electric Power made up 0.03% of Northwest Wealth Management's portfolio in Q2 2026, its #247 holding.
Northwest Wealth Management first reported a position in American Electric Power in Q1 2018 and has held it in 7 quarters since.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Northwest Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.