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Nvest Wealth Strategies’s American Electric Power AEP Stock Holding History

Nvest Wealth Strategies’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 		$180K Buy
1,316
+6
+0.5% +$790 0.11% 33
2026
Q1 		$172K Buy
1,310
+2
+0.2% +$250 0.12% 32
2025
Q4 		$151K Buy
+1,308
New +$154K 0.11% 32

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Mawer Investment Management
Mawer Investment Management Calgary, Alberta, Canada $14.7B AUM 12.5% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Nvest Wealth Strategies's AEP Position: Q2 2026 in Review

Nvest Wealth Strategies increased its American Electric Power (AEP) stake by 0.46% in Q2 2026, buying an estimated $790 and bringing the position to 1,316 shares worth $180K. The position accounts for 0.11% of the portfolio, ranked #33.

Nvest Wealth Strategies first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 1,257 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Nvest Wealth Strategies held 1,316 shares of American Electric Power worth $180K as of Q2 2026.
  • Nvest Wealth Strategies bought 6 American Electric Power shares in Q2 2026, an estimated $790.
  • American Electric Power made up 0.11% of Nvest Wealth Strategies's portfolio in Q2 2026, its #33 holding.
  • Nvest Wealth Strategies first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 1,257 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.