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Secure Asset Management’s American Electric Power AEP Stock Holding History

Secure Asset 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 		$903K Sell
6,597
-221
-3% -$29.1K 0.13% 135
2026
Q1 		$894K Sell
6,818
-268
-4% -$33.5K 0.14% 138
2025
Q4 		$817K Buy
7,086
+386
+6% +$45.6K 0.13% 144
2025
Q3 		$755K Sell
6,700
-555
-8% -$60.7K 0.12% 144
2025
Q2 		$753K Buy
7,255
+668
+10% +$69.5K 0.14% 154
2025
Q1 		$720K Sell
6,587
-17,329
-72% -$1.76M 0.14% 141
2024
Q4 		$2.21M Buy
23,916
+4,370
+22% +$423K 0.33% 71
2024
Q3 		$2.01M Buy
19,546
+2,178
+13% +$213K 0.34% 64
2024
Q2 		$1.52M Buy
17,368
+715
+4% +$62.5K 0.29% 83
2024
Q1 		$1.43M Buy
16,653
+455
+3% +$37K 0.34% 74
2023
Q4 		$1.32M Buy
16,198
+254
+2% +$19.7K 0.35% 66
2023
Q3 		$1.2M Sell
15,944
-3,907
-20% -$318K 0.36% 64
2023
Q2 		$1.67M Buy
19,851
+1,214
+7% +$107K 0.51% 53
2023
Q1 		$1.7M Buy
18,637
+1,802
+11% +$165K 0.57% 50
2022
Q4 		$1.6M Buy
16,835
+11,211
+199% +$1.02M 0.57% 47
2022
Q3 		$486K Buy
5,624
+1,248
+29% +$123K 0.27% 73
2022
Q2 		$420K Buy
+4,376
New +$434K 0.23% 86

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 $3.38T AUM 44.17% 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

Secure Asset Management's AEP Position: Q2 2026 in Review

Secure Asset Management reduced its American Electric Power (AEP) stake by 3.2% in Q2 2026, selling an estimated $29.1K and leaving 6,597 shares worth $903K. The position accounts for 0.13% of the portfolio, ranked #135.

Secure Asset Management first reported a position in AEP in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.21M in Q4 2024. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Secure Asset Management held 6,597 shares of American Electric Power worth $903K as of Q2 2026.
  • Secure Asset Management sold 221 American Electric Power shares in Q2 2026, an estimated $29.1K.
  • American Electric Power made up 0.13% of Secure Asset Management's portfolio in Q2 2026, its #135 holding.
  • Secure Asset Management first reported a position in American Electric Power in Q2 2022 and has held it in 17 quarters since.
  • Secure Asset Management's American Electric Power position peaked at $2.21M in Q4 2024.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.