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Western Wealth Management’s American Electric Power AEP Stock Holding History

Western Wealth 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 		$1.97M Buy
14,370
+103
+0.7% +$13.6K 0.06% 303
2026
Q1 		$1.87M Buy
14,267
+6,902
+94% +$864K 0.07% 289
2025
Q4 		$849K Buy
7,365
+98
+1% +$11.6K 0.04% 388
2025
Q3 		$818K Sell
7,267
-43
-0.6% -$4.71K 0.04% 341
2025
Q2 		$758K Buy
7,310
+494
+7% +$51.4K 0.05% 324
2025
Q1 		$745K Sell
6,816
-7,347
-52% -$744K 0.05% 300
2024
Q4 		$1.31M Sell
14,163
-599
-4% -$58K 0.07% 266
2024
Q3 		$1.51M Buy
14,762
+8,448
+134% +$824K 0.09% 240
2024
Q2 		$554K Sell
6,314
-63
-1% -$5.51K 0.04% 345
2024
Q1 		$549K Sell
6,377
-8,931
-58% -$726K 0.04% 346
2023
Q4 		$1.24M Sell
15,308
-1,670
-10% -$130K 0.09% 234
2023
Q3 		$1.28M Sell
16,978
-525
-3% -$42.7K 0.11% 200
2023
Q2 		$1.47M Sell
17,503
-550
-3% -$48.6K 0.13% 171
2023
Q1 		$1.64M Sell
18,053
-1,219
-6% -$112K 0.15% 157
2022
Q4 		$1.83M Sell
19,272
-10,244
-35% -$933K 0.19% 130
2022
Q3 		$2.57M Buy
29,516
+4,227
+17% +$418K 0.15% 156
2022
Q2 		$2.42M Buy
25,289
+3,095
+14% +$307K 0.14% 159
2022
Q1 		$2.21M Buy
22,194
+13,785
+164% +$1.26M 0.11% 190
2021
Q4 		$746K Buy
+8,409
New +$709K 0.07% 251
2021
Q2 		$797K Buy
9,415
+2,269
+32% +$195K 0.08% 247
2021
Q1 		$605K Buy
7,146
+1,002
+16% +$80.8K 0.08% 244
2020
Q4 		$512K Sell
6,144
-2,791
-31% -$242K 0.08% 250
2020
Q3 		$730K Sell
8,935
-1,099
-11% -$90.5K 0.12% 188
2020
Q2 		$799K Sell
10,034
-278
-3% -$22.7K 0.14% 154
2020
Q1 		$824K Buy
10,312
+3,174
+44% +$300K 0.19% 125
2019
Q4 		$675K Sell
7,138
-208
-3% -$19.2K 0.1% 193
2019
Q3 		$688K Buy
7,346
+1,500
+26% +$136K 0.14% 167
2019
Q2 		$515K Sell
5,846
-1,499
-20% -$129K 0.07% 217
2019
Q1 		$615K Buy
7,345
+440
+6% +$35K 0.14% 177
2018
Q4 		$512K Buy
+6,905
New +$518K 0.14% 171

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

Western Wealth Management's AEP Position: Q2 2026 in Review

Western Wealth Management increased its American Electric Power (AEP) stake by 0.72% in Q2 2026, buying an estimated $13.6K and bringing the position to 14,370 shares worth $1.97M. The position accounts for 0.06% of the portfolio, ranked #303.

Western Wealth Management first reported a position in AEP in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.57M in Q3 2022. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Western Wealth Management held 14,370 shares of American Electric Power worth $1.97M as of Q2 2026.
  • Western Wealth Management bought 103 American Electric Power shares in Q2 2026, an estimated $13.6K.
  • American Electric Power made up 0.06% of Western Wealth Management's portfolio in Q2 2026, its #303 holding.
  • Western Wealth Management first reported a position in American Electric Power in Q4 2018 and has held it in 30 quarters since.
  • Western Wealth Management's American Electric Power position peaked at $2.57M in Q3 2022.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.