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WFA of San Diego’s American Electric Power AEP Stock Holding History

WFA of San Diego’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
Q1 		$15.7K Hold
120
– – 0.01% 270
2025
Q4 		$13.8K Hold
120
– – 0.01% 294
2025
Q3 		$13.5K Hold
120
– – 0.01% 303
2025
Q2 		$12.5K Buy
+120
New +$12.5K 0.01% 303
2024
Q3 		$12.3K Hold
120
– – 0.01% 270
2024
Q2 		$10.5K Buy
+120
New +$10.5K 0.01% 277
2023
Q3 		$9.03K Hold
120
– – 0.01% 287
2023
Q2 		$10.1K Buy
+120
New +$10.6K 0.01% 278
2023
Q1 		– Sell
-120
Closed -$11.4K – 82
2022
Q4 		$11.4K Buy
+120
New +$10.9K 0.01% 347
2022
Q3 		– Sell
-120
Closed -$12K – 97
2022
Q2 		$12K Buy
+120
New +$11.9K 0.01% 261

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

WFA of San Diego's AEP Position: Q1 2026 in Review

WFA of San Diego held its American Electric Power (AEP) position steady in Q1 2026 at 120 shares worth $15.7K. The position accounts for 0.01% of the portfolio, ranked #270.

WFA of San Diego first reported a position in AEP in Q2 2022 and has held it in 10 quarters since. 1,924 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • WFA of San Diego held 120 shares of American Electric Power worth $15.7K as of Q1 2026.
  • WFA of San Diego left its American Electric Power share count unchanged in Q1 2026.
  • American Electric Power made up 0.01% of WFA of San Diego's portfolio in Q1 2026, its #270 holding.
  • WFA of San Diego first reported a position in American Electric Power in Q2 2022 and has held it in 10 quarters since.
  • 1,924 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.