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Rialto Wealth Management’s American Electric Power AEP Stock Holding History

Rialto Wealth 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 		$43.1K Buy
315
+163
+107% +$21.5K 0.01% 338
2026
Q1 		$19.9K Buy
152
+9
+6% +$1.13K ﹤0.01% 382
2025
Q4 		$16.5K Hold
143
– – ﹤0.01% 384
2025
Q3 		$16.1K Buy
143
+9
+7% +$985 ﹤0.01% 377
2025
Q2 		$13.9K Hold
134
– – ﹤0.01% 387
2025
Q1 		$14.6K Buy
134
+5
+4% +$506 ﹤0.01% 375
2024
Q4 		$11.9K Buy
+129
New +$12.5K ﹤0.01% 372

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

Rialto Wealth Management's AEP Position: Q2 2026 in Review

Rialto Wealth Management increased its American Electric Power (AEP) stake by 107% in Q2 2026, buying an estimated $21.5K and bringing the position to 315 shares worth $43.1K. The position accounts for 0.01% of the portfolio, ranked #338.

Rialto Wealth Management first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Rialto Wealth Management held 315 shares of American Electric Power worth $43.1K as of Q2 2026.
  • Rialto Wealth Management bought 163 American Electric Power shares in Q2 2026, an estimated $21.5K.
  • American Electric Power made up 0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #338 holding.
  • Rialto Wealth Management first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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