Wakefield Asset Management’s American Electric Power AEP Stock Holding History

Wakefield Asset 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	$5.67M	Buy	+41,419	New	+$5.46M	1.28%	14

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

Wakefield Asset Management's AEP Position: Q2 2026 in Review

Wakefield Asset Management opened a new position in American Electric Power (AEP) in Q2 2026: 41,419 shares worth $5.67M. The stake represents 1.28% of the portfolio and ranks #14 among its holdings.

1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Wakefield Asset Management held 41,419 shares of American Electric Power worth $5.67M as of Q2 2026.
American Electric Power was a new Wakefield Asset Management position in Q2 2026.
American Electric Power made up 1.28% of Wakefield Asset Management's portfolio in Q2 2026, its #14 holding.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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