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

Private Wealth Management Group’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 		$5.47K Hold
40
– – ﹤0.01% 819
2026
Q1 		$5.24K Sell
40
-2
-5% -$250 ﹤0.01% 753
2025
Q4 		$4.84K Sell
42
-3
-7% -$354 ﹤0.01% 788
2025
Q3 		$5.06K Hold
45
– – ﹤0.01% 787
2025
Q2 		$4.67K Hold
45
– – ﹤0.01% 782
2025
Q1 		$4.92K Sell
45
-17
-27% -$1.72K ﹤0.01% 731
2024
Q4 		$5.72K Buy
62
+14
+29% +$1.35K ﹤0.01% 690
2024
Q3 		$4.92K Hold
48
– – ﹤0.01% 742
2024
Q2 		$4.21K Hold
48
– – ﹤0.01% 768
2024
Q1 		$4.13K Sell
48
-162
-77% -$13.2K ﹤0.01% 684
2023
Q4 		$17.1K Buy
+210
New +$16.3K 0.01% 289

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 Management Group's AEP Position: Q2 2026 in Review

Private Wealth Management Group held its American Electric Power (AEP) position steady in Q2 2026 at 40 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #819.

Private Wealth Management Group first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.1K in Q4 2023. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Private Wealth Management Group held 40 shares of American Electric Power worth $5.47K as of Q2 2026.
  • Private Wealth Management Group left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #819 holding.
  • Private Wealth Management Group first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's American Electric Power position peaked at $17.1K in Q4 2023.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.