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

Ritholtz 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 		$994K Buy
7,264
+566
+8% +$74.6K 0.01% 618
2026
Q1 		$878K Buy
6,698
+1,258
+23% +$157K 0.02% 585
2025
Q4 		$627K Buy
5,440
+969
+22% +$114K 0.01% 646
2025
Q3 		$503K Buy
4,471
+815
+22% +$89.2K 0.01% 679
2025
Q2 		$379K Buy
3,656
+1,260
+53% +$131K 0.01% 721
2025
Q1 		$262K Buy
+2,396
New +$243K 0.01% 784
2022
Q4 		– Sell
-3,657
Closed -$316K – 579
2022
Q3 		$316K Buy
+3,657
New +$362K 0.02% 527

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

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

Ritholtz Wealth Management increased its American Electric Power (AEP) stake by 8.5% in Q2 2026, buying an estimated $74.6K and bringing the position to 7,264 shares worth $994K. The position accounts for 0.01% of the portfolio, ranked #618.

Ritholtz Wealth Management first reported a position in AEP in Q3 2022 and has held it in 7 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Ritholtz Wealth Management held 7,264 shares of American Electric Power worth $994K as of Q2 2026.
  • Ritholtz Wealth Management bought 566 American Electric Power shares in Q2 2026, an estimated $74.6K.
  • American Electric Power made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #618 holding.
  • Ritholtz Wealth Management first reported a position in American Electric Power in Q3 2022 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 Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.