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Wealth Management Associates’s American Electric Power AEP Stock Holding History

Wealth Management Associates’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 		$224K Hold
1,638
– – 0.06% 229
2026
Q1 		$215K Buy
+1,638
New +$205K 0.07% 224

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 Management Associates's AEP Position: Q2 2026 in Review

Wealth Management Associates held its American Electric Power (AEP) position steady in Q2 2026 at 1,638 shares worth $224K. The position accounts for 0.06% of the portfolio, ranked #229.

Wealth Management Associates first reported a position in AEP in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Wealth Management Associates held 1,638 shares of American Electric Power worth $224K as of Q2 2026.
  • Wealth Management Associates left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.06% of Wealth Management Associates's portfolio in Q2 2026, its #229 holding.
  • Wealth Management Associates first reported a position in American Electric Power in Q1 2026 and has held it in 2 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Wealth Management Associates's 13F filing for Q2 2026, filed 21 Jul 2026.