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 Q2	–	Sell	-120	Closed	-$15.7K	–	102
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 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

WFA of San Diego's AEP Position: Q2 2026 in Review

WFA of San Diego sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 120 shares — an estimated $15.7K sold.

WFA of San Diego first reported a position in AEP in Q2 2022 and held it in 10 quarters. The position peaked at $15.7K in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

WFA of San Diego reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
WFA of San Diego sold 120 American Electric Power shares in Q2 2026, an estimated $15.7K.
WFA of San Diego first reported a position in American Electric Power in Q2 2022 and held it in 10 quarters.
WFA of San Diego's American Electric Power position peaked at $15.7K in Q1 2026.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on WFA of San Diego's 13F filing for Q2 2026, filed 14 Aug 2026.