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Williams Jones Wealth Management’s American Electric Power AEP Stock Holding History

Williams Jones 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 		$1.17M Buy
8,533
+513
+6% +$67.6K 0.01% 256
2026
Q1 		$1.05M Sell
8,020
-274
-3% -$34.3K 0.01% 253
2025
Q4 		$956K Buy
8,294
+6,097
+278% +$720K 0.01% 259
2025
Q3 		$247K Hold
2,197
– – ﹤0.01% 443
2025
Q2 		$228K Buy
2,197
+145
+7% +$15.1K ﹤0.01% 458
2025
Q1 		$224K Sell
2,052
-125
-6% -$12.7K ﹤0.01% 447
2024
Q4 		$201K Buy
2,177
+125
+6% +$12.1K ﹤0.01% 466
2024
Q3 		$211K Buy
+2,052
New +$200K ﹤0.01% 485
2024
Q1 		– Sell
-2,464
Closed -$200K – 549
2023
Q4 		$200K Sell
2,464
-936
-28% -$72.7K ﹤0.01% 496
2023
Q3 		$256K Buy
3,400
+1,000
+42% +$81.4K ﹤0.01% 447
2023
Q2 		$202K Sell
2,400
-50
-2% -$4.42K ﹤0.01% 486
2023
Q1 		$223K Sell
2,450
-410
-14% -$37.5K ﹤0.01% 493
2022
Q4 		$272K Buy
2,860
+10
+0.4% +$910 ﹤0.01% 460
2022
Q3 		$246K Sell
2,850
-530
-16% -$52.4K ﹤0.01% 468
2022
Q2 		$324K Buy
3,380
+580
+21% +$57.5K 0.01% 442
2022
Q1 		$279K Sell
2,800
-125
-4% -$11.4K ﹤0.01% 428
2021
Q4 		$260K Hold
2,925
– – ﹤0.01% 421
2021
Q3 		$237K Sell
2,925
-12
-0.4% -$1.05K ﹤0.01% 431
2021
Q2 		$248K Buy
+2,937
New +$253K ﹤0.01% 436
2021
Q1 		– Sell
-3,075
Closed -$256K – 499
2020
Q4 		$256K Buy
+3,075
New +$267K ﹤0.01% 396

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

Williams Jones Wealth Management's AEP Position: Q2 2026 in Review

Williams Jones Wealth Management increased its American Electric Power (AEP) stake by 6.4% in Q2 2026, buying an estimated $67.6K and bringing the position to 8,533 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #256.

Williams Jones Wealth Management first reported a position in AEP in Q4 2020 and has held it in 20 quarters since. 1,985 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Williams Jones Wealth Management held 8,533 shares of American Electric Power worth $1.17M as of Q2 2026.
  • Williams Jones Wealth Management bought 513 American Electric Power shares in Q2 2026, an estimated $67.6K.
  • American Electric Power made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #256 holding.
  • Williams Jones Wealth Management first reported a position in American Electric Power in Q4 2020 and has held it in 20 quarters since.
  • 1,985 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.