TritonPoint Wealth’s American Electric Power AEP Stock Holding History

TritonPoint 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	$397K	Buy	2,905 +557	+24%	+$73.4K	0.04%	206
2026 Q1	$308K	Buy	2,348 +2	+0.1%	+$250	0.03%	218
2025 Q4	$270K	Sell	2,346 -1,343	-36%	-$159K	0.03%	229
2025 Q3	$415K	Buy	3,689 +137	+4%	+$15K	0.04%	243
2025 Q2	$369K	Buy	3,552 +122	+4%	+$12.7K	0.03%	255
2025 Q1	$375K	Sell	3,430 -30	-0.9%	-$3.04K	0.04%	248
2024 Q4	$319K	Buy	3,460 +460	+15%	+$44.5K	0.03%	263
2024 Q3	$305K	Buy	3,000 +37	+1%	+$3.61K	0.03%	266
2024 Q2	$260K	Buy	+2,963	New	+$259K	0.03%	269
2024 Q1	–	Sell	-2,741	Closed	-$223K	–	305
2023 Q4	$223K	Buy	+2,741	New	+$213K	0.02%	315

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

TritonPoint Wealth's AEP Position: Q2 2026 in Review

TritonPoint Wealth increased its American Electric Power (AEP) stake by 24% in Q2 2026, buying an estimated $73.4K and bringing the position to 2,905 shares worth $397K. The position accounts for 0.04% of the portfolio, ranked #206.

TritonPoint Wealth first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $415K in Q3 2025. 1,985 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

TritonPoint Wealth held 2,905 shares of American Electric Power worth $397K as of Q2 2026.
TritonPoint Wealth bought 557 American Electric Power shares in Q2 2026, an estimated $73.4K.
American Electric Power made up 0.04% of TritonPoint Wealth's portfolio in Q2 2026, its #206 holding.
TritonPoint Wealth first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's American Electric Power position peaked at $415K in Q3 2025.
1,985 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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