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

Wealth Enhancement Trust 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 		$556K Sell
4,066
-565
-12% -$74.4K 0.06% 201
2026
Q1 		$607K Buy
4,631
+11
+0.2% +$1.38K 0.07% 194
2025
Q4 		$533K Buy
+4,620
New +$546K 0.07% 196

Other funds holding AEP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Wealth Enhancement Trust Services's AEP Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its American Electric Power (AEP) stake by 12% in Q2 2026, selling an estimated $74.4K and leaving 4,066 shares worth $556K. The position accounts for 0.06% of the portfolio, ranked #201.

Wealth Enhancement Trust Services first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $607K in Q1 2026. 1,550 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Wealth Enhancement Trust Services held 4,066 shares of American Electric Power worth $556K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 565 American Electric Power shares in Q2 2026, an estimated $74.4K.
  • American Electric Power made up 0.06% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #201 holding.
  • Wealth Enhancement Trust Services first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's American Electric Power position peaked at $607K in Q1 2026.
  • 1,550 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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