Align Financial’s American Electric Power AEP Stock Holding History

Align Financial’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	$6.84K	Hold	50	–	–	﹤0.01%	278
2026 Q1	$6.55K	Sell	50 -5,716	-99%	-$715K	﹤0.01%	286
2025 Q4	$5.77K	Buy	+5,766	New	+$681K	﹤0.01%	309

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

Align Financial's AEP Position: Q2 2026 in Review

Align Financial held its American Electric Power (AEP) position steady in Q2 2026 at 50 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #278.

Align Financial first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Align Financial held 50 shares of American Electric Power worth $6.84K as of Q2 2026.
Align Financial left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up ﹤0.01% of Align Financial's portfolio in Q2 2026, its #278 holding.
Align Financial first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Align Financial's 13F filing for Q2 2026, filed 27 Jul 2026.