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XXI Wealth LLC’s American Electric Power AEP Stock Holding History

XXI Wealth LLC’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 		$306K Buy
2,235
+196
+10% +$25.8K 0.14% 168
2026
Q1 		$267K Sell
2,039
-710
-26% -$88.8K 0.15% 166
2025
Q4 		$317K Buy
+2,749
New +$325K 0.19% 127

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

XXI Wealth LLC's AEP Position: Q2 2026 in Review

XXI Wealth LLC increased its American Electric Power (AEP) stake by 9.6% in Q2 2026, buying an estimated $25.8K and bringing the position to 2,235 shares worth $306K. The position accounts for 0.14% of the portfolio, ranked #168.

XXI Wealth LLC first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. The position peaked at $317K in Q4 2025. 1,975 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • XXI Wealth LLC held 2,235 shares of American Electric Power worth $306K as of Q2 2026.
  • XXI Wealth LLC bought 196 American Electric Power shares in Q2 2026, an estimated $25.8K.
  • American Electric Power made up 0.14% of XXI Wealth LLC's portfolio in Q2 2026, its #168 holding.
  • XXI Wealth LLC first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • XXI Wealth LLC's American Electric Power position peaked at $317K in Q4 2025.
  • 1,975 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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