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Omnia Family Wealth’s American Electric Power AEP Stock Holding History

Omnia Family 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 		$201K Buy
+1,472
New +$194K 0.05% 100
2023
Q2 		– Sell
-2,367
Closed -$215K – 66
2023
Q1 		$215K Hold
2,367
– – 0.17% 60
2022
Q4 		$225K Hold
2,367
– – 0.18% 59
2022
Q3 		$205K Hold
2,367
– – 0.17% 60
2022
Q2 		$227K Hold
2,367
– – 0.17% 58
2022
Q1 		$236K Hold
2,367
– – 0.16% 61
2021
Q4 		$211K Buy
+2,367
New +$200K 0.13% 69
2021
Q3 		– Sell
-2,424
Closed -$205K – 70
2021
Q2 		$205K Buy
2,424
+57
+2% +$4.91K 0.13% 66
2021
Q1 		$200K Buy
+2,367
New +$191K 0.15% 66
2020
Q4 		– Sell
-2,697
Closed -$220K – 73
2020
Q3 		$220K Hold
2,697
– – 0.21% 64
2020
Q2 		$215K Hold
2,697
– – 0.21% 65
2020
Q1 		$216K Buy
2,697
+288
+12% +$27.2K 0.22% 66
2019
Q4 		$228K Buy
2,409
+42
+2% +$3.88K 0.1% 85
2019
Q3 		$222K Sell
2,367
-1,054
-31% -$95.7K 0.16% 81
2019
Q2 		$301K Sell
3,421
-61
-2% -$5.26K 0.15% 68
2019
Q1 		$292K Buy
3,482
+61
+2% +$4.85K 0.14% 68
2018
Q4 		$256K Hold
3,421
– – 0.14% 72
2018
Q3 		$242K Sell
3,421
-122
-3% -$8.68K 0.11% 79
2018
Q2 		$245K Sell
3,543
-1,814
-34% -$122K 0.11% 78
2018
Q1 		$367K Buy
5,357
+1,497
+39% +$101K 0.17% 50
2017
Q4 		$284K Buy
3,860
+260
+7% +$19.4K 0.13% 69
2017
Q3 		$253K Sell
3,600
-45
-1% -$3.21K 0.12% 74
2017
Q2 		$253K Sell
3,645
-526
-13% -$36.5K 0.12% 73
2017
Q1 		$280K Buy
4,171
+9
+0.2% +$583 0.14% 67
2016
Q4 		$262K Buy
+4,162
New +$257K 0.13% 75

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

Omnia Family Wealth's AEP Position: Q2 2026 in Review

Omnia Family Wealth opened a new position in American Electric Power (AEP) in Q2 2026: 1,472 shares worth $201K. The stake represents 0.05% of the portfolio and ranks #100 among its holdings. This is a return to the name: Omnia Family Wealth previously reported a position in AEP as recently as Q1 2023.

Omnia Family Wealth first reported a position in AEP in Q4 2016 and has held it in 25 quarters since. The position peaked at $367K in Q1 2018. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Omnia Family Wealth held 1,472 shares of American Electric Power worth $201K as of Q2 2026.
  • American Electric Power was a new Omnia Family Wealth position in Q2 2026.
  • American Electric Power made up 0.05% of Omnia Family Wealth's portfolio in Q2 2026, its #100 holding.
  • Omnia Family Wealth first reported a position in American Electric Power in Q4 2016 and has held it in 25 quarters since.
  • Omnia Family Wealth's American Electric Power position peaked at $367K in Q1 2018.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Omnia Family Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.