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Trajan Wealth’s American Electric Power AEP Stock Holding History

Trajan Wealth’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 		$8.51M Buy
62,225
+15,056
+32% +$1.98M 0.32% 72
2026
Q1 		$6.18M Buy
47,169
+1,854
+4% +$232K 0.25% 74
2025
Q4 		$5.23M Sell
45,315
-275
-0.6% -$32.5K 0.22% 80
2025
Q3 		$5.13M Sell
45,590
-420
-0.9% -$46K 0.22% 80
2025
Q2 		$4.77M Buy
46,010
+327
+0.7% +$34K 0.23% 80
2025
Q1 		$4.99M Sell
45,683
-2,893
-6% -$293K 0.27% 77
2024
Q4 		$4.48M Buy
48,576
+2,408
+5% +$233K 0.25% 85
2024
Q3 		$4.74M Buy
46,168
+166
+0.4% +$16.2K 0.28% 79
2024
Q2 		$4.04M Sell
46,002
-107
-0.2% -$9.36K 0.26% 84
2024
Q1 		$3.97M Buy
+46,109
New +$3.75M 0.27% 88

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

Trajan Wealth's AEP Position: Q2 2026 in Review

Trajan Wealth increased its American Electric Power (AEP) stake by 32% in Q2 2026, buying an estimated $1.98M and bringing the position to 62,225 shares worth $8.51M. The position accounts for 0.32% of the portfolio, ranked #72.

Trajan Wealth first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Trajan Wealth held 62,225 shares of American Electric Power worth $8.51M as of Q2 2026.
  • Trajan Wealth bought 15,056 American Electric Power shares in Q2 2026, an estimated $1.98M.
  • American Electric Power made up 0.32% of Trajan Wealth's portfolio in Q2 2026, its #72 holding.
  • Trajan Wealth first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Trajan Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.