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Quotient Wealth Partners’s American Electric Power AEP Stock Holding History

Quotient Wealth Partners’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 		$458K Buy
3,348
+372
+13% +$49K 0.01% 224
2026
Q1 		$390K Sell
2,976
-226
-7% -$28.3K 0.01% 235
2025
Q4 		$369K Sell
3,202
-1
-0% -$118 0.01% 246
2025
Q3 		$360K Buy
3,203
+10
+0.3% +$1.09K 0.01% 248
2025
Q2 		$331K Buy
3,193
+111
+4% +$11.5K 0.01% 255
2025
Q1 		$337K Buy
3,082
+185
+6% +$18.7K 0.01% 234
2024
Q4 		$267K Buy
2,897
+383
+15% +$37.1K 0.01% 267
2024
Q3 		$258K Buy
2,514
+219
+10% +$21.4K 0.01% 276
2024
Q2 		$201K Buy
+2,295
New +$201K 0.01% 303

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

Quotient Wealth Partners's AEP Position: Q2 2026 in Review

Quotient Wealth Partners increased its American Electric Power (AEP) stake by 13% in Q2 2026, buying an estimated $49K and bringing the position to 3,348 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #224.

Quotient Wealth Partners first reported a position in AEP in Q2 2024 and has held it in 9 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Quotient Wealth Partners held 3,348 shares of American Electric Power worth $458K as of Q2 2026.
  • Quotient Wealth Partners bought 372 American Electric Power shares in Q2 2026, an estimated $49K.
  • American Electric Power made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #224 holding.
  • Quotient Wealth Partners first reported a position in American Electric Power in Q2 2024 and has held it in 9 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.