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Pursuit Wealth Strategies’s American Electric Power AEP Stock Holding History

Pursuit Wealth Strategies’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 		$305K Buy
2,231
+466
+26% +$61.4K 0.4% 62
2026
Q1 		$231K Sell
1,765
-8
-0.5% -$1K 0.32% 66
2025
Q4 		$204K Buy
+1,773
New +$209K 0.29% 73

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

Pursuit Wealth Strategies's AEP Position: Q2 2026 in Review

Pursuit Wealth Strategies increased its American Electric Power (AEP) stake by 26% in Q2 2026, buying an estimated $61.4K and bringing the position to 2,231 shares worth $305K. The position accounts for 0.4% of the portfolio, ranked #62.

Pursuit Wealth Strategies first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Pursuit Wealth Strategies held 2,231 shares of American Electric Power worth $305K as of Q2 2026.
  • Pursuit Wealth Strategies bought 466 American Electric Power shares in Q2 2026, an estimated $61.4K.
  • American Electric Power made up 0.4% of Pursuit Wealth Strategies's portfolio in Q2 2026, its #62 holding.
  • Pursuit Wealth Strategies first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Pursuit Wealth Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.