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

Shakespeare 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	$360K	Hold	2,633	–	–	0.1%	61
2026 Q1	$345K	Hold	2,633	–	–	0.08%	75
2025 Q4	$304K	Hold	2,633	–	–	0.07%	83
2025 Q3	$296K	Buy	2,633 +6	+0.2%	+$656	0.07%	83
2025 Q2	$273K	Hold	2,627	–	–	0.07%	81
2025 Q1	$287K	Hold	2,627	–	–	0.08%	81
2024 Q4	$242K	Buy	2,627 +6	+0.2%	+$581	0.07%	88
2024 Q3	$269K	Buy	2,621 +4	+0.2%	+$390	0.07%	83
2024 Q2	$230K	Buy	2,617 +4	+0.2%	+$350	0.07%	80
2024 Q1	$225K	Hold	2,613	–	–	0.07%	81
2023 Q4	$212K	Buy	+2,613	New	+$203K	0.07%	80
2023 Q3	–	Sell	-2,613	Closed	-$220K	–	80
2023 Q2	$220K	Hold	2,613	–	–	0.08%	73
2023 Q1	$238K	Hold	2,613	–	–	0.08%	67
2022 Q4	$248K	Hold	2,613	–	–	0.09%	64
2022 Q3	$226K	Hold	2,613	–	–	0.1%	63
2022 Q2	$249K	Hold	2,613	–	–	0.1%	62
2022 Q1	$263K	Hold	2,613	–	–	0.09%	64
2021 Q4	$232K	Hold	2,613	–	–	0.08%	66
2021 Q3	$213K	Hold	2,613	–	–	0.08%	71
2021 Q2	$233K	Hold	2,613	–	–	0.09%	64
2021 Q1	$221K	Hold	2,613	–	–	0.09%	67
2020 Q4	$218K	Sell	2,613 -335	-11%	-$29.1K	0.09%	66
2020 Q3	$241K	Hold	2,948	–	–	0.13%	61
2020 Q2	$235K	Hold	2,948	–	–	0.14%	59
2020 Q1	$236K	Hold	2,948	–	–	0.16%	50
2019 Q4	$279K	Hold	2,948	–	–	0.15%	63
2019 Q3	$276K	Sell	2,948 -273	-8%	-$24.8K	0.16%	62
2019 Q2	$283K	Buy	+3,221	New	+$278K	0.18%	60

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Shakespeare Wealth Management held its American Electric Power (AEP) position steady in Q2 2026 at 2,633 shares worth $360K. The position accounts for 0.1% of the portfolio, ranked #61.

Shakespeare Wealth Management first reported a position in AEP in Q2 2019 and has held it in 28 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Shakespeare Wealth Management held 2,633 shares of American Electric Power worth $360K as of Q2 2026.
Shakespeare Wealth Management left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.1% of Shakespeare Wealth Management's portfolio in Q2 2026, its #61 holding.
Shakespeare Wealth Management first reported a position in American Electric Power in Q2 2019 and has held it in 28 quarters since.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Shakespeare Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.