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Wealthspire Advisors (New York)’s American Electric Power AEP Stock Holding History

Wealthspire Advisors (New York)’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 		$1.95M Sell
14,222
-737
-5% -$97.1K 0.01% 421
2026
Q1 		$1.96M Sell
14,959
-2,997
-17% -$375K 0.02% 292
2025
Q4 		$2.07M Buy
17,956
+2,066
+13% +$244K 0.02% 294
2025
Q3 		$1.79M Sell
15,890
-368
-2% -$40.3K 0.01% 289
2025
Q2 		$1.69M Buy
16,258
+847
+5% +$88.1K 0.01% 301
2025
Q1 		$1.68M Buy
15,411
+47
+0.3% +$4.76K 0.01% 299
2024
Q4 		$1.42M Sell
15,364
-971
-6% -$94K 0.01% 304
2024
Q3 		$1.68M Buy
16,335
+235
+1% +$22.9K 0.02% 279
2024
Q2 		$1.41M Buy
16,100
+256
+2% +$22.4K 0.02% 256
2024
Q1 		$1.36M Sell
15,844
-528
-3% -$42.9K 0.02% 261
2023
Q4 		$1.33M Buy
16,372
+3,879
+31% +$301K 0.02% 263
2023
Q3 		$940K Sell
12,493
-532
-4% -$43.3K 0.02% 290
2023
Q2 		$1.1M Buy
13,025
+163
+1% +$14.4K 0.02% 233
2023
Q1 		$1.17M Sell
12,862
-506
-4% -$46.3K 0.02% 224
2022
Q4 		$1.27M Buy
13,368
+1,068
+9% +$97.2K 0.02% 215
2022
Q3 		$1.06M Sell
12,300
-1,844
-13% -$182K 0.02% 218
2022
Q2 		$1.36M Buy
14,144
+2,016
+17% +$200K 0.03% 182
2022
Q1 		$1.21M Buy
12,128
+2,250
+23% +$206K 0.03% 173
2021
Q4 		$879K Buy
9,878
+863
+10% +$72.8K 0.02% 245
2021
Q3 		$732K Sell
9,015
-151
-2% -$13.2K 0.02% 294
2021
Q2 		$775K Sell
9,166
-3,672
-29% -$316K 0.02% 183
2021
Q1 		$1.09M Buy
12,838
+3,380
+36% +$272K 0.03% 250
2020
Q4 		$788K Buy
9,458
+6,372
+206% +$553K 0.02% 237
2020
Q3 		$252K Buy
3,086
+303
+11% +$25K 0.02% 261
2020
Q2 		$222K Sell
2,783
-6,174
-69% -$504K 0.02% 244
2020
Q1 		$716K Buy
+8,957
New +$847K 0.03% 245
2019
Q1 		– Sell
-296
Closed -$22K – 64
2018
Q4 		$22K Buy
+296
New +$22.2K ﹤0.01% 317

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

Wealthspire Advisors (New York)'s AEP Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its American Electric Power (AEP) stake by 4.9% in Q2 2026, selling an estimated $97.1K and leaving 14,222 shares worth $1.95M. The position accounts for 0.01% of the portfolio, ranked #421.

Wealthspire Advisors (New York) first reported a position in AEP in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.07M in Q4 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Wealthspire Advisors (New York) held 14,222 shares of American Electric Power worth $1.95M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 737 American Electric Power shares in Q2 2026, an estimated $97.1K.
  • American Electric Power made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #421 holding.
  • Wealthspire Advisors (New York) first reported a position in American Electric Power in Q4 2018 and has held it in 27 quarters since.
  • Wealthspire Advisors (New York)'s American Electric Power position peaked at $2.07M in Q4 2025.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.