Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s American Electric Power AEP Stock Holding History

Wealth Enhancement Advisory Services’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 		$35.9M Sell
282,817
-57,155
-17% -$7.53M 0.06% 279
2026
Q1 		$42.5M Sell
339,972
-99,770
-23% -$12.5M 0.09% 221
2025
Q4 		$50.6M Sell
439,742
-3,407
-0.8% -$402K 0.07% 250
2025
Q3 		$52.3M Buy
443,149
+21,355
+5% +$2.34M 0.08% 234
2025
Q2 		$43.8M Buy
421,794
+66,278
+19% +$6.9M 0.07% 246
2025
Q1 		$38.8M Buy
355,516
+73,488
+26% +$7.44M 0.07% 250
2024
Q4 		$26M Sell
282,028
-22,259
-7% -$2.15M 0.05% 316
2024
Q3 		$31.2M Buy
304,287
+107,092
+54% +$10.5M 0.07% 277
2024
Q2 		$17.3M Buy
197,195
+45,167
+30% +$3.95M 0.04% 360
2024
Q1 		$13.1M Buy
152,028
+13,038
+9% +$1.06M 0.03% 403
2023
Q4 		$11.3M Buy
138,990
+28,321
+26% +$2.2M 0.03% 403
2023
Q3 		$8.32M Buy
110,669
+107,919
+3,924% +$8.78M 0.03% 449
2023
Q2 		$232K Buy
2,750
+419
+18% +$37K ﹤0.01% 476
2023
Q1 		$212K Sell
2,331
-29,617
-93% -$2.71M ﹤0.01% 496
2022
Q4 		$2.97M Buy
+31,948
New +$2.91M 0.04% 152
2017
Q2 		– Sell
-12,398
Closed -$829K – 139
2017
Q1 		$829K Buy
+12,398
New +$803K 0.09% 104
2016
Q4 		– Sell
-36,202
Closed -$2.25M – 140
2016
Q3 		$2.25M Buy
+36,202
New +$2.43M 0.34% 50
2015
Q2 		– Sell
-16,732
Closed -$941K – 117
2015
Q1 		$941K Buy
16,732
+2,152
+15% +$128K 0.36% 50
2014
Q4 		$885K Buy
+14,580
New +$834K 0.35% 51

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 Enhancement Advisory Services's AEP Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its American Electric Power (AEP) stake by 17% in Q2 2026, selling an estimated $7.53M and leaving 282,817 shares worth $35.9M. The position accounts for 0.06% of the portfolio, ranked #279.

Wealth Enhancement Advisory Services first reported a position in AEP in Q4 2014 and has held it in 19 quarters since. The position peaked at $52.3M in Q3 2025. 1,981 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Wealth Enhancement Advisory Services held 282,817 shares of American Electric Power worth $35.9M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 57,155 American Electric Power shares in Q2 2026, an estimated $7.53M.
  • American Electric Power made up 0.06% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #279 holding.
  • Wealth Enhancement Advisory Services first reported a position in American Electric Power in Q4 2014 and has held it in 19 quarters since.
  • Wealth Enhancement Advisory Services's American Electric Power position peaked at $52.3M in Q3 2025.
  • 1,981 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.