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Simplicity Wealth’s American Electric Power AEP Stock Holding History

Simplicity Wealth’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 		$958K Buy
7,002
+90
+1% +$11.9K 0.03% 429
2026
Q1 		$906K Buy
6,912
+325
+5% +$40.7K 0.05% 311
2025
Q4 		$760K Buy
6,587
+46
+0.7% +$5.43K 0.05% 341
2025
Q3 		$736K Sell
6,541
-645
-9% -$70.6K 0.04% 362
2025
Q2 		$746K Buy
7,186
+5,232
+268% +$544K 0.03% 382
2025
Q1 		$213K Buy
+1,954
New +$198K 0.02% 513
2024
Q3 		– Sell
-17,888
Closed -$1.57M – 505
2024
Q2 		$1.57M Sell
17,888
-377
-2% -$33K 0.04% 403
2024
Q1 		$1.57M Buy
+18,265
New +$1.48M 0.04% 401

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

Simplicity Wealth's AEP Position: Q2 2026 in Review

Simplicity Wealth increased its American Electric Power (AEP) stake by 1.3% in Q2 2026, buying an estimated $11.9K and bringing the position to 7,002 shares worth $958K. The position accounts for 0.03% of the portfolio, ranked #429.

Simplicity Wealth first reported a position in AEP in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.57M in Q1 2024. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Simplicity Wealth held 7,002 shares of American Electric Power worth $958K as of Q2 2026.
  • Simplicity Wealth bought 90 American Electric Power shares in Q2 2026, an estimated $11.9K.
  • American Electric Power made up 0.03% of Simplicity Wealth's portfolio in Q2 2026, its #429 holding.
  • Simplicity Wealth first reported a position in American Electric Power in Q1 2024 and has held it in 8 quarters since.
  • Simplicity Wealth's American Electric Power position peaked at $1.57M in Q1 2024.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.