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Smallwood Wealth Investment Management’s American Electric Power AEP Stock Holding History

Smallwood Wealth Investment 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 		$75.2K Hold
550
– – 0.03% 159
2026
Q1 		$72.1K Hold
550
– – 0.04% 146
2025
Q4 		$63.4K Hold
550
– – 0.03% 152
2025
Q3 		$61.9K Hold
550
– – 0.03% 159
2025
Q2 		$57.1K Hold
550
– – 0.03% 153
2025
Q1 		$60.1K Buy
+550
New +$55.7K 0.04% 143

Other funds holding AEP

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Smallwood Wealth Investment Management's AEP Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its American Electric Power (AEP) position steady in Q2 2026 at 550 shares worth $75.2K. The position accounts for 0.03% of the portfolio, ranked #159.

Smallwood Wealth Investment Management first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. 927 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Smallwood Wealth Investment Management held 550 shares of American Electric Power worth $75.2K as of Q2 2026.
  • Smallwood Wealth Investment Management left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.03% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #159 holding.
  • Smallwood Wealth Investment Management first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • 927 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.