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Occidental Asset Management’s American Electric Power AEP Stock Holding History

Occidental Asset 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 		$264K Buy
1,927
+11
+0.6% +$1.45K 0.03% 258
2026
Q1 		$251K Sell
1,916
-23
-1% -$2.88K 0.03% 236
2025
Q4 		$224K Buy
1,939
+104
+6% +$12.3K 0.03% 260
2025
Q3 		$206K Buy
+1,835
New +$201K 0.03% 259

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 $3.38T AUM 44.17% 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

Occidental Asset Management's AEP Position: Q2 2026 in Review

Occidental Asset Management increased its American Electric Power (AEP) stake by 0.57% in Q2 2026, buying an estimated $1.45K and bringing the position to 1,927 shares worth $264K. The position accounts for 0.03% of the portfolio, ranked #258.

Occidental Asset Management first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Occidental Asset Management held 1,927 shares of American Electric Power worth $264K as of Q2 2026.
  • Occidental Asset Management bought 11 American Electric Power shares in Q2 2026, an estimated $1.45K.
  • American Electric Power made up 0.03% of Occidental Asset Management's portfolio in Q2 2026, its #258 holding.
  • Occidental Asset Management first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.