Wellington Shields & Co’s American Electric Power AEP Stock Holding History

Wellington Shields & Co’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	$116K	Hold	850	–	–	0.03%	278
2026 Q1	$111K	Hold	850	–	–	0.03%	276
2025 Q4	$98K	Hold	850	–	–	0.02%	282
2025 Q3	$95.6K	Hold	850	–	–	0.02%	277
2025 Q2	$88.2K	Sell	850 -100	-11%	-$10.4K	0.03%	271
2025 Q1	$104K	Buy	+950	New	+$96.2K	0.03%	250
2024 Q4	–	Sell	-700	Closed	-$71.8K	–	296
2024 Q3	$71.8K	Buy	+700	New	+$68.3K	0.02%	274
2024 Q2	–	Sell	-1,050	Closed	-$90.4K	–	307
2024 Q1	$90.4K	Buy	+1,050	New	+$85.4K	0.03%	253
2023 Q3	–	Sell	-1,150	Closed	-$96.8K	–	291
2023 Q2	$96.8K	Hold	1,150	–	–	0.02%	245
2023 Q1	$105K	Hold	1,150	–	–	0.02%	249
2022 Q4	$109K	Hold	1,150	–	–	0.02%	245
2022 Q3	$99K	Hold	1,150	–	–	0.04%	229
2022 Q2	$110K	Sell	1,150 -1,000	-47%	-$99.1K	0.03%	227
2022 Q1	$215K	Buy	+2,150	New	+$196K	0.07%	199
2020 Q1	–	Sell	-2,194	Closed	-$207K	–	158
2019 Q4	$207K	Buy	+2,194	New	+$203K	0.09%	162

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wellington Shields & Co's AEP Position: Q2 2026 in Review

Wellington Shields & Co held its American Electric Power (AEP) position steady in Q2 2026 at 850 shares worth $116K. The position accounts for 0.03% of the portfolio, ranked #278.

Wellington Shields & Co first reported a position in AEP in Q4 2019 and has held it in 15 quarters since. The position peaked at $215K in Q1 2022. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Wellington Shields & Co held 850 shares of American Electric Power worth $116K as of Q2 2026.
Wellington Shields & Co left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.03% of Wellington Shields & Co's portfolio in Q2 2026, its #278 holding.
Wellington Shields & Co first reported a position in American Electric Power in Q4 2019 and has held it in 15 quarters since.
Wellington Shields & Co's American Electric Power position peaked at $215K in Q1 2022.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Wellington Shields & Co's 13F filing for Q2 2026, filed 10 Aug 2026.