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 New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 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

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. 971 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.
971 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.