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

Sagespring 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 		$1.66M Sell
12,157
-17
-0.1% -$2.24K 0.03% 243
2026
Q1 		$1.6M Buy
12,174
+412
+4% +$51.5K 0.03% 227
2025
Q4 		$1.36M Sell
11,762
-636
-5% -$75.1K 0.02% 253
2025
Q3 		$1.39M Sell
12,398
-245
-2% -$26.8K 0.03% 243
2025
Q2 		$1.31M Buy
12,643
+1,028
+9% +$107K 0.03% 229
2025
Q1 		$1.27M Buy
11,615
+4,554
+64% +$461K 0.03% 207
2024
Q4 		$651K Buy
+7,061
New +$683K 0.02% 292

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

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

Sagespring Wealth Partners reduced its American Electric Power (AEP) stake by 0.14% in Q2 2026, selling an estimated $2.24K and leaving 12,157 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #243.

Sagespring Wealth Partners first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Sagespring Wealth Partners held 12,157 shares of American Electric Power worth $1.66M as of Q2 2026.
  • Sagespring Wealth Partners sold 17 American Electric Power shares in Q2 2026, an estimated $2.24K.
  • American Electric Power made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #243 holding.
  • Sagespring Wealth Partners first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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