Wolff Financial Management’s American Electric Power AEP Stock Holding History

Wolff Financial 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	$1.09M	Hold	7,944	–	–	0.22%	42
2026 Q1	$1.04M	Hold	7,944	–	–	0.23%	39
2025 Q4	$916K	Hold	7,944	–	–	0.21%	44
2025 Q3	$894K	Sell	7,944 -12	-0.2%	-$1.31K	0.21%	46
2025 Q2	$826K	Sell	7,956 -1,168	-13%	-$122K	0.21%	46
2025 Q1	$997K	Hold	9,124	–	–	0.28%	40
2024 Q4	$842K	Hold	9,124	–	–	0.23%	43
2024 Q3	$936K	Hold	9,124	–	–	0.25%	43
2024 Q2	$801K	Hold	9,124	–	–	0.59%	16
2024 Q1	$786K	Hold	9,124	–	–	0.23%	49
2023 Q4	$741K	Hold	9,124	–	–	0.23%	51
2023 Q3	$686K	Buy	+9,124	New	+$742K	0.23%	52
2023 Q2	–	Sell	-9,124	Closed	-$830K	–	37
2023 Q1	$830K	Hold	9,124	–	–	0.29%	47
2022 Q4	$866K	Hold	9,124	–	–	0.32%	48
2022 Q3	$788K	Hold	9,124	–	–	0.36%	49
2022 Q2	$875K	Hold	9,124	–	–	0.39%	47
2022 Q1	$910K	Hold	9,124	–	–	0.36%	49
2021 Q4	$812K	Buy	+9,124	New	+$770K	0.31%	51
2021 Q1	$773K	Buy	9,124 +1,180	+15%	+$95.1K	0.35%	48
2020 Q4	$661K	Hold	7,944	–	–	0.35%	47
2020 Q3	$649K	Hold	7,944	–	–	0.39%	46
2020 Q2	$633K	Hold	7,944	–	–	0.4%	47
2020 Q1	$635K	Hold	7,944	–	–	0.48%	42
2019 Q4	$751K	Hold	7,944	–	–	0.5%	39
2019 Q3	$744K	Buy	7,944 +661	+9%	+$60K	0.54%	37
2019 Q2	$641K	Hold	7,283	–	–	0.49%	43
2019 Q1	$610K	Hold	7,283	–	–	0.51%	43
2018 Q4	$544K	Buy	+7,283	New	+$546K	0.53%	43

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 $3.37T AUM 44.26% 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

Wolff Financial Management's AEP Position: Q2 2026 in Review

Wolff Financial Management held its American Electric Power (AEP) position steady in Q2 2026 at 7,944 shares worth $1.09M. The position accounts for 0.22% of the portfolio, ranked #42.

Wolff Financial Management first reported a position in AEP in Q4 2018 and has held it in 28 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Wolff Financial Management held 7,944 shares of American Electric Power worth $1.09M as of Q2 2026.
Wolff Financial Management left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.22% of Wolff Financial Management's portfolio in Q2 2026, its #42 holding.
Wolff Financial Management first reported a position in American Electric Power in Q4 2018 and has held it in 28 quarters since.
1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.