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Wealth Architects’s American Electric Power AEP Stock Holding History

Wealth Architects’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 		$256K Buy
1,869
+4
+0.2% +$527 0.02% 218
2026
Q1 		$244K Hold
1,865
– – 0.02% 204
2025
Q4 		$215K Buy
1,865
+18
+1% +$2.13K 0.02% 223
2025
Q3 		$208K Buy
+1,847
New +$202K 0.02% 224
2025
Q2 		– Sell
-1,881
Closed -$206K – 227
2025
Q1 		$206K Buy
+1,881
New +$191K 0.02% 220

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

Wealth Architects's AEP Position: Q2 2026 in Review

Wealth Architects increased its American Electric Power (AEP) stake by 0.21% in Q2 2026, buying an estimated $527 and bringing the position to 1,869 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #218.

Wealth Architects first reported a position in AEP in Q1 2025 and has held it in 5 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Wealth Architects held 1,869 shares of American Electric Power worth $256K as of Q2 2026.
  • Wealth Architects bought 4 American Electric Power shares in Q2 2026, an estimated $527.
  • American Electric Power made up 0.02% of Wealth Architects's portfolio in Q2 2026, its #218 holding.
  • Wealth Architects first reported a position in American Electric Power in Q1 2025 and has held it in 5 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Wealth Architects's 13F filing for Q2 2026, filed 23 Jul 2026.