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West Family Investments’s American Electric Power AEP Stock Holding History

West Family Investments’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 		$317K Buy
2,316
+133
+6% +$17.5K 0.09% 312
2026
Q1 		$286K Sell
2,183
-826
-27% -$103K 0.1% 183
2025
Q4 		$347K Hold
3,009
– – 0.08% 236
2025
Q3 		$339K Buy
3,009
+545
+22% +$59.6K 0.08% 265
2025
Q2 		$256K Buy
+2,464
New +$256K 0.07% 289
2023
Q4 		– Sell
-5,133
Closed -$386K – 238
2023
Q3 		$386K Buy
5,133
+783
+18% +$63.7K 0.13% 119
2023
Q2 		$366K Buy
+4,350
New +$384K 0.14% 129
2023
Q1 		– Sell
-3,450
Closed -$328K – 204
2022
Q4 		$328K Sell
3,450
-715
-17% -$65.1K 0.11% 149
2022
Q3 		$360K Buy
4,165
+1,378
+49% +$136K 0.15% 131
2022
Q2 		$267K Buy
2,787
+403
+17% +$39.9K 0.11% 177
2022
Q1 		$238K Buy
+2,384
New +$218K 0.07% 231
2021
Q4 		– Sell
-4,922
Closed -$400K – 322
2021
Q3 		$400K Buy
4,922
+1,246
+34% +$109K 0.1% 172
2021
Q2 		$311K Buy
+3,676
New +$317K 0.08% 219

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

West Family Investments's AEP Position: Q2 2026 in Review

West Family Investments increased its American Electric Power (AEP) stake by 6.1% in Q2 2026, buying an estimated $17.5K and bringing the position to 2,316 shares worth $317K. The position accounts for 0.09% of the portfolio, ranked #312.

West Family Investments first reported a position in AEP in Q2 2021 and has held it in 13 quarters since. The position peaked at $400K in Q3 2021. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • West Family Investments held 2,316 shares of American Electric Power worth $317K as of Q2 2026.
  • West Family Investments bought 133 American Electric Power shares in Q2 2026, an estimated $17.5K.
  • American Electric Power made up 0.09% of West Family Investments's portfolio in Q2 2026, its #312 holding.
  • West Family Investments first reported a position in American Electric Power in Q2 2021 and has held it in 13 quarters since.
  • West Family Investments's American Electric Power position peaked at $400K in Q3 2021.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.