Action Point Financial Planning’s American Electric Power AEP Stock Holding History

Action Point Financial Planning’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	$74K	Buy	+547	New	+$72.1K	0.01%	694

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

Action Point Financial Planning's AEP Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in American Electric Power (AEP) in Q2 2026: 547 shares worth $74K. The stake represents 0.01% of the portfolio and ranks #694 among its holdings.

1,971 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Action Point Financial Planning held 547 shares of American Electric Power worth $74K as of Q2 2026.
American Electric Power was a new Action Point Financial Planning position in Q2 2026.
American Electric Power made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #694 holding.
1,971 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.