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Waldron Private Wealth’s American Electric Power AEP Stock Holding History

Waldron Private 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 		$1.14M Sell
8,350
-2
-0% -$263 0.04% 138
2026
Q1 		$1.09M Buy
8,352
+471
+6% +$58.9K 0.04% 138
2025
Q4 		$909K Sell
7,881
-150
-2% -$17.7K 0.04% 150
2025
Q3 		$903K Buy
8,031
+658
+9% +$72K 0.04% 151
2025
Q2 		$765K Sell
7,373
-143
-2% -$14.9K 0.03% 158
2025
Q1 		$821K Sell
7,516
-3,345
-31% -$339K 0.04% 147
2024
Q4 		$1M Buy
10,861
+7,189
+196% +$696K 0.04% 165
2024
Q3 		$377K Buy
3,672
+279
+8% +$27.2K 0.02% 293
2024
Q2 		$298K Buy
3,393
+21
+0.6% +$1.84K 0.01% 315
2024
Q1 		$290K Sell
3,372
-36
-1% -$2.93K 0.01% 322
2023
Q4 		$277K Buy
3,408
+516
+18% +$40.1K 0.01% 326
2023
Q3 		$218K Buy
+2,892
New +$235K 0.01% 338
2023
Q2 		– Sell
-2,998
Closed -$273K – 381
2023
Q1 		$273K Buy
2,998
+190
+7% +$17.4K 0.01% 338
2022
Q4 		$242K Hold
2,808
– – 0.02% 324
2022
Q3 		$242K Buy
2,808
+88
+3% +$8.7K 0.02% 326
2022
Q2 		$260K Buy
2,720
+485
+22% +$48.1K 0.01% 322
2022
Q1 		$222K Buy
+2,235
New +$204K 0.01% 370
2019
Q3 		– Sell
-2,623
Closed -$230K – 257
2019
Q2 		$230K Buy
+2,623
New +$226K 0.02% 218

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

Waldron Private Wealth's AEP Position: Q2 2026 in Review

Waldron Private Wealth reduced its American Electric Power (AEP) stake by 0.02% in Q2 2026, selling an estimated $263 and leaving 8,350 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #138.

Waldron Private Wealth first reported a position in AEP in Q2 2019 and has held it in 18 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Waldron Private Wealth held 8,350 shares of American Electric Power worth $1.14M as of Q2 2026.
  • Waldron Private Wealth sold 2 American Electric Power shares in Q2 2026, an estimated $263.
  • American Electric Power made up 0.04% of Waldron Private Wealth's portfolio in Q2 2026, its #138 holding.
  • Waldron Private Wealth first reported a position in American Electric Power in Q2 2019 and has held it in 18 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.