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

Trueblood 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	$852K	Buy	6,228 +4	+0.1%	+$527	0.3%	110
2026 Q1	$816K	Sell	6,224 -713	-10%	-$89.2K	0.32%	99
2025 Q4	$800K	Buy	6,937 +91	+1%	+$10.7K	0.31%	103
2025 Q3	$770K	Buy	6,846 +116	+2%	+$12.7K	0.3%	105
2025 Q2	$698K	Hold	6,730	–	–	0.29%	111
2025 Q1	$735K	Sell	6,730 -100	-1%	-$10.1K	0.34%	103
2024 Q4	$630K	Sell	6,830 -294	-4%	-$28.5K	0.31%	111
2024 Q3	$731K	Hold	7,124	–	–	0.37%	88
2024 Q2	$625K	Hold	7,124	–	–	0.35%	92
2024 Q1	$613K	Sell	7,124 -96	-1%	-$7.8K	0.35%	92
2023 Q4	$586K	Buy	+7,220	New	+$560K	0.37%	90

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 $3.38T AUM 44.17% 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

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

Trueblood Wealth Management increased its American Electric Power (AEP) stake by 0.06% in Q2 2026, buying an estimated $527 and bringing the position to 6,228 shares worth $852K. The position accounts for 0.3% of the portfolio, ranked #110.

Trueblood Wealth Management first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Trueblood Wealth Management held 6,228 shares of American Electric Power worth $852K as of Q2 2026.
Trueblood Wealth Management bought 4 American Electric Power shares in Q2 2026, an estimated $527.
American Electric Power made up 0.3% of Trueblood Wealth Management's portfolio in Q2 2026, its #110 holding.
Trueblood Wealth Management first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Trueblood Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.