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

Tradition 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	$393K	Sell	2,870 -10	-0.3%	-$1.32K	0.02%	356
2026 Q1	$377K	Buy	2,880 +268	+10%	+$33.5K	0.03%	342
2025 Q4	$301K	Buy	2,612 +124	+5%	+$14.6K	0.02%	377
2025 Q3	$280K	Buy	+2,488	New	+$272K	0.02%	389
2025 Q2	–	Sell	-1,968	Closed	-$215K	–	462
2025 Q1	$215K	Buy	+1,968	New	+$199K	0.02%	397
2024 Q1	–	Sell	-372	Closed	-$30K	–	407
2023 Q4	$30K	Buy	372 +3	+0.8%	+$233	﹤0.01%	748
2023 Q3	$28K	Buy	369 +2	+0.5%	+$163	﹤0.01%	749
2023 Q2	$31K	Sell	367 -55	-13%	-$4.86K	﹤0.01%	750
2023 Q1	$38K	Buy	422 +51	+14%	+$4.67K	﹤0.01%	685
2022 Q4	$35K	Sell	371 -19	-5%	-$1.73K	﹤0.01%	620
2022 Q3	$34K	Buy	390 +3	+0.8%	+$297	0.01%	615
2022 Q2	$37K	Buy	387 +1	+0.3%	+$99	0.01%	518
2022 Q1	$38K	Buy	386 +106	+38%	+$9.68K	﹤0.01%	572
2021 Q4	$25K	Hold	280	–	–	﹤0.01%	675
2021 Q3	$23K	Hold	280	–	–	﹤0.01%	689
2021 Q2	$24K	Sell	280 -1	-0.4%	-$86	﹤0.01%	713
2021 Q1	$24K	Buy	281 +1	+0.4%	+$81	﹤0.01%	595
2020 Q4	$23K	Buy	+280	New	+$24.3K	﹤0.01%	558

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Tradition Wealth Management reduced its American Electric Power (AEP) stake by 0.35% in Q2 2026, selling an estimated $1.32K and leaving 2,870 shares worth $393K. The position accounts for 0.02% of the portfolio, ranked #356.

Tradition Wealth Management first reported a position in AEP in Q4 2020 and has held it in 18 quarters since. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Tradition Wealth Management held 2,870 shares of American Electric Power worth $393K as of Q2 2026.
Tradition Wealth Management sold 10 American Electric Power shares in Q2 2026, an estimated $1.32K.
American Electric Power made up 0.02% of Tradition Wealth Management's portfolio in Q2 2026, its #356 holding.
Tradition Wealth Management first reported a position in American Electric Power in Q4 2020 and has held it in 18 quarters since.
1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.