Wealthcare Advisory Partners’s American Electric Power AEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.23M | Buy |
16,282
+302
| +2% | +$39.8K | 0.04% | 337 |
|
|
2026
Q1 | $2.09M | Buy |
15,980
+1,721
| +12% | +$215K | 0.04% | 359 |
|
|
2025
Q4 | $1.64M | Buy |
14,259
+3,661
| +35% | +$432K | 0.03% | 400 |
|
|
2025
Q3 | $1.19M | Buy |
10,598
+559
| +6% | +$61.2K | 0.02% | 453 |
|
|
2025
Q2 | $1.04M | Sell |
10,039
-26
| -0.3% | -$2.71K | 0.02% | 472 |
|
|
2025
Q1 | $1.1M | Sell |
10,065
-531
| -5% | -$53.8K | 0.03% | 423 |
|
|
2024
Q4 | $977K | Buy |
10,596
+248
| +2% | +$24K | 0.03% | 426 |
|
|
2024
Q3 | $1.06M | Sell |
10,348
-158
| -2% | -$15.4K | 0.03% | 407 |
|
|
2024
Q2 | $922K | Sell |
10,506
-112
| -1% | -$9.8K | 0.03% | 405 |
|
|
2024
Q1 | $914K | Buy |
10,618
+6,559
| +162% | +$533K | 0.03% | 392 |
|
|
2023
Q4 | $330K | Sell |
4,059
-888
| -18% | -$68.9K | 0.01% | 583 |
|
|
2023
Q3 | $372K | Buy |
4,947
+941
| +23% | +$76.6K | 0.02% | 506 |
|
|
2023
Q2 | $337K | Sell |
4,006
-2,672
| -40% | -$236K | 0.02% | 534 |
|
|
2023
Q1 | $608K | Buy |
6,678
+2,512
| +60% | +$230K | 0.03% | 403 |
|
|
2022
Q4 | $396K | Buy |
4,166
+271
| +7% | +$24.7K | 0.02% | 471 |
|
|
2022
Q3 | $337K | Sell |
3,895
-139
| -3% | -$13.7K | 0.02% | 456 |
|
|
2022
Q2 | $387K | Buy |
4,034
+860
| +27% | +$85.2K | 0.02% | 380 |
|
|
2022
Q1 | $317K | Buy |
3,174
+386
| +14% | +$35.3K | 0.02% | 401 |
|
|
2021
Q4 | $248K | Sell |
2,788
-1,379
| -33% | -$116K | 0.01% | 485 |
|
|
2021
Q3 | $338K | Buy |
4,167
+14
| +0.3% | +$1.22K | 0.02% | 387 |
|
|
2021
Q2 | $351K | Sell |
4,153
-276
| -6% | -$23.8K | 0.02% | 387 |
|
|
2021
Q1 | $375K | Sell |
4,429
-412
| -9% | -$33.2K | 0.03% | 342 |
|
|
2020
Q4 | $403K | Buy |
4,841
+315
| +7% | +$27.3K | 0.04% | 268 |
|
|
2020
Q3 | $370K | Sell |
4,526
-462
| -9% | -$38.1K | 0.04% | 247 |
|
|
2020
Q2 | $397K | Sell |
4,988
-905
| -15% | -$73.9K | 0.05% | 207 |
|
|
2020
Q1 | $471K | Sell |
5,893
-525
| -8% | -$49.6K | 0.07% | 157 |
|
|
2019
Q4 | $607K | Buy |
6,418
+4
| +0.1% | +$370 | 0.08% | 152 |
|
|
2019
Q3 | $601K | Sell |
6,414
-480
| -7% | -$43.6K | 0.09% | 133 |
|
|
2019
Q2 | $607K | Sell |
6,894
-42
| -0.6% | -$3.62K | 0.1% | 129 |
|
|
2019
Q1 | $581K | Sell |
6,936
-48
| -0.7% | -$3.82K | 0.1% | 123 |
|
|
2018
Q4 | $522K | Sell |
6,984
-27
| -0.4% | -$2.03K | 0.1% | 115 |
|
|
2018
Q3 | $497K | Sell |
7,011
-144
| -2% | -$10.2K | 0.09% | 117 |
|
|
2018
Q2 | $495K | Buy |
7,155
+617
| +9% | +$41.5K | 0.1% | 120 |
|
|
2018
Q1 | $448K | Sell |
6,538
-616
| -9% | -$41.5K | 0.1% | 114 |
|
|
2017
Q4 | $526K | Buy |
7,154
+374
| +6% | +$27.9K | 0.14% | 87 |
|
|
2017
Q3 | $476K | Buy |
+6,780
| New | +$483K | 0.14% | 84 |
|
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Wealthcare Advisory Partners's AEP Position: Q2 2026 in Review
Wealthcare Advisory Partners increased its American Electric Power (AEP) stake by 1.9% in Q2 2026, buying an estimated $39.8K and bringing the position to 16,282 shares worth $2.23M. The position accounts for 0.04% of the portfolio, ranked #337.
Wealthcare Advisory Partners first reported a position in AEP in Q3 2017 and has held it in 36 quarters since. 517 funds tracked by Wall St. Rank hold AEP as of Q2 2026.
- Wealthcare Advisory Partners held 16,282 shares of American Electric Power worth $2.23M as of Q2 2026.
- Wealthcare Advisory Partners bought 302 American Electric Power shares in Q2 2026, an estimated $39.8K.
- American Electric Power made up 0.04% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #337 holding.
- Wealthcare Advisory Partners first reported a position in American Electric Power in Q3 2017 and has held it in 36 quarters since.
- 517 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.