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Wellington-Altus USA’s American Electric Power AEP Stock Holding History

Wellington-Altus USA’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 		$421K Buy
3,210
+1,261
+65% +$166K 0.3% 73
2026
Q1 		$267K Buy
1,949
+1,689
+650% +$211K 0.16% 129
2025
Q4 		$30K Buy
+260
New +$30.7K 0.02% 395

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

Wellington-Altus USA's AEP Position: Q2 2026 in Review

Wellington-Altus USA increased its American Electric Power (AEP) stake by 65% in Q2 2026, buying an estimated $166K and bringing the position to 3,210 shares worth $421K. The position accounts for 0.3% of the portfolio, ranked #73.

Wellington-Altus USA first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 1,985 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Wellington-Altus USA held 3,210 shares of American Electric Power worth $421K as of Q2 2026.
  • Wellington-Altus USA bought 1,261 American Electric Power shares in Q2 2026, an estimated $166K.
  • American Electric Power made up 0.3% of Wellington-Altus USA's portfolio in Q2 2026, its #73 holding.
  • Wellington-Altus USA first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 1,985 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.