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

Scissortail 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 		– Sell
-3,030
Closed -$397K – 107
2026
Q1 		$397K Buy
+3,030
New +$379K 0.08% 89
2024
Q1 		– Sell
-4,635
Closed -$363K – 117
2023
Q4 		$363K Buy
+4,635
New +$360K 0.12% 119

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

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

Scissortail Wealth Management sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 3,030 shares — an estimated $397K sold.

Scissortail Wealth Management first reported a position in AEP in Q4 2023 and held it in 2 quarters. The position peaked at $397K in Q1 2026. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Scissortail Wealth Management reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
  • Scissortail Wealth Management sold 3,030 American Electric Power shares in Q2 2026, an estimated $397K.
  • Scissortail Wealth Management first reported a position in American Electric Power in Q4 2023 and held it in 2 quarters.
  • Scissortail Wealth Management's American Electric Power position peaked at $397K in Q1 2026.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Scissortail Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.