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WealthPlan Investment Management’s American Electric Power AEP Stock Holding History

WealthPlan Investment Management’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 		$700K Buy
5,115
+26
+0.5% +$3.42K 0.03% 272
2026
Q1 		$667K Buy
5,089
+144
+3% +$18K 0.04% 260
2025
Q4 		$570K Buy
4,945
+10
+0.2% +$1.18K 0.04% 243
2025
Q3 		$555K Buy
4,935
+11
+0.2% +$1.2K 0.04% 217
2025
Q2 		$511K Buy
4,924
+124
+3% +$12.9K 0.04% 236
2025
Q1 		$524K Sell
4,800
-47
-1% -$4.76K 0.05% 166
2024
Q4 		$447K Buy
4,847
+47
+1% +$4.55K 0.04% 181
2024
Q3 		$492K Hold
4,800
– – 0.05% 159
2024
Q2 		$421K Hold
4,800
– – 0.06% 129
2024
Q1 		$413K Hold
4,800
– – 0.06% 129
2023
Q4 		$390K Sell
4,800
-459
-9% -$35.6K 0.06% 136
2023
Q3 		$396K Buy
5,259
+4,800
+1,046% +$391K 0.07% 128
2023
Q2 		$38.6K Sell
459
-5,300
-92% -$468K 0.01% 212
2023
Q1 		$524K Sell
5,759
-3,258
-36% -$298K 0.09% 113
2022
Q4 		$821K Buy
9,017
+56
+0.6% +$5.1K 0.06% 189
2022
Q3 		$866K Buy
+8,961
New +$886K 0.06% 177
2022
Q1 		$853K Buy
+8,609
New +$787K 0.06% 186

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 $3.38T AUM 44.17% 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

WealthPlan Investment Management's AEP Position: Q2 2026 in Review

WealthPlan Investment Management increased its American Electric Power (AEP) stake by 0.51% in Q2 2026, buying an estimated $3.42K and bringing the position to 5,115 shares worth $700K. The position accounts for 0.03% of the portfolio, ranked #272.

WealthPlan Investment Management first reported a position in AEP in Q1 2022 and has held it in 17 quarters since. The position peaked at $866K in Q3 2022. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • WealthPlan Investment Management held 5,115 shares of American Electric Power worth $700K as of Q2 2026.
  • WealthPlan Investment Management bought 26 American Electric Power shares in Q2 2026, an estimated $3.42K.
  • American Electric Power made up 0.03% of WealthPlan Investment Management's portfolio in Q2 2026, its #272 holding.
  • WealthPlan Investment Management first reported a position in American Electric Power in Q1 2022 and has held it in 17 quarters since.
  • WealthPlan Investment Management's American Electric Power position peaked at $866K in Q3 2022.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.