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Pension & Wealth Management Advisors’s American Electric Power AEP Stock Holding History

Pension & Wealth Management Advisors’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 		$27.6K Buy
+202
New +$26.6K 0.01% 379
2023
Q2 		– Sell
-180
Closed -$16.4K – 271
2023
Q1 		$16.4K Hold
180
– – 0.01% 200
2022
Q4 		$17.1K Buy
+180
New +$16.4K 0.01% 197

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Pension & Wealth Management Advisors's AEP Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in American Electric Power (AEP) in Q2 2026: 202 shares worth $27.6K. The stake represents 0.01% of the portfolio and ranks #379 among its holdings. This is a return to the name: Pension & Wealth Management Advisors previously reported a position in AEP as recently as Q1 2023.

Pension & Wealth Management Advisors first reported a position in AEP in Q4 2022 and has held it in 3 quarters since. 1,892 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Pension & Wealth Management Advisors held 202 shares of American Electric Power worth $27.6K as of Q2 2026.
  • American Electric Power was a new Pension & Wealth Management Advisors position in Q2 2026.
  • American Electric Power made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #379 holding.
  • Pension & Wealth Management Advisors first reported a position in American Electric Power in Q4 2022 and has held it in 3 quarters since.
  • 1,892 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.