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Private Wealth Asset Management’s American Electric Power AEP Stock Holding History

Private Wealth 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 		$170K Sell
1,246
-135
-10% -$17.8K 0.02% 280
2026
Q1 		$181K Sell
1,381
-4
-0.3% -$500 0.02% 269
2025
Q4 		$160K Hold
1,385
– – 0.02% 284
2025
Q3 		$156K Hold
1,385
– – 0.02% 265
2025
Q2 		$144K Buy
1,385
+4
+0.3% +$416 0.02% 271
2025
Q1 		$151K Buy
+1,381
New +$140K 0.02% 263

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

Private Wealth Asset Management's AEP Position: Q2 2026 in Review

Private Wealth Asset Management reduced its American Electric Power (AEP) stake by 9.8% in Q2 2026, selling an estimated $17.8K and leaving 1,246 shares worth $170K. The position accounts for 0.02% of the portfolio, ranked #280.

Private Wealth Asset Management first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. The position peaked at $181K in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Private Wealth Asset Management held 1,246 shares of American Electric Power worth $170K as of Q2 2026.
  • Private Wealth Asset Management sold 135 American Electric Power shares in Q2 2026, an estimated $17.8K.
  • American Electric Power made up 0.02% of Private Wealth Asset Management's portfolio in Q2 2026, its #280 holding.
  • Private Wealth Asset Management first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • Private Wealth Asset Management's American Electric Power position peaked at $181K in Q1 2026.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.