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

Sterling 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 		$597K Hold
4,361
– – 0.15% 59
2026
Q1 		$572K Hold
4,361
– – 0.16% 55
2025
Q4 		$503K Hold
4,361
– – 0.14% 60
2025
Q3 		$491K Buy
4,361
+451
+12% +$49.3K 0.15% 63
2025
Q2 		$406K Buy
+3,910
New +$407K 0.14% 67
2024
Q4 		$401K Hold
4,351
– – 0.15% 72
2024
Q3 		$446K Hold
4,351
– – 0.17% 71
2024
Q2 		$382K Hold
4,351
– – 0.18% 70
2024
Q1 		$375K Hold
4,351
– – 0.19% 66
2023
Q4 		$353K Buy
+4,351
New +$338K 0.2% 66

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

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

Sterling Wealth Management held its American Electric Power (AEP) position steady in Q2 2026 at 4,361 shares worth $597K. The position accounts for 0.15% of the portfolio, ranked #59.

Sterling Wealth Management first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. 1,979 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Sterling Wealth Management held 4,361 shares of American Electric Power worth $597K as of Q2 2026.
  • Sterling Wealth Management left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.15% of Sterling Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Sterling Wealth Management first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
  • 1,979 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Sterling Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.