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Strait & Sound Wealth Management’s American Electric Power AEP Stock Holding History

Strait & Sound 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 		$209K Buy
+1,525
New +$201K 0.07% 152
2023
Q2 		– Sell
-2,270
Closed -$207K – 107
2023
Q1 		$207K Hold
2,270
– – 0.21% 108
2022
Q4 		$215K Buy
+2,270
New +$207K 0.24% 103

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 $3.38T AUM 44.17% 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

Strait & Sound Wealth Management's AEP Position: Q2 2026 in Review

Strait & Sound Wealth Management opened a new position in American Electric Power (AEP) in Q2 2026: 1,525 shares worth $209K. The stake represents 0.07% of the portfolio and ranks #152 among its holdings. This is a return to the name: Strait & Sound Wealth Management previously reported a position in AEP as recently as Q1 2023.

Strait & Sound Wealth Management first reported a position in AEP in Q4 2022 and has held it in 3 quarters since. The position peaked at $215K in Q4 2022. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Strait & Sound Wealth Management held 1,525 shares of American Electric Power worth $209K as of Q2 2026.
  • American Electric Power was a new Strait & Sound Wealth Management position in Q2 2026.
  • American Electric Power made up 0.07% of Strait & Sound Wealth Management's portfolio in Q2 2026, its #152 holding.
  • Strait & Sound Wealth Management first reported a position in American Electric Power in Q4 2022 and has held it in 3 quarters since.
  • Strait & Sound Wealth Management's American Electric Power position peaked at $215K in Q4 2022.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Strait & Sound Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.