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Asset Planning Inc’s American Electric Power AEP Stock Holding History

Asset Planning Inc’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 		$144K Buy
1,049
+108
+11% +$14.2K 0.09% 106
2026
Q1 		$123K Buy
941
+826
+718% +$103K 0.09% 102
2025
Q4 		$108K Sell
115
-104,823
-100% -$12.4M 0.08% 100
2025
Q3 		$113 Buy
104,938
+104,010
+11,208% +$11.4M ﹤0.01% 293
2025
Q2 		$96.3K Buy
928
+5
+0.5% +$520 0.07% 108
2025
Q1 		$101K Buy
923
+4
+0.4% +$405 0.08% 103
2024
Q4 		$84.7K Buy
+919
New +$88.9K 0.06% 114

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

Asset Planning Inc's AEP Position: Q2 2026 in Review

Asset Planning Inc increased its American Electric Power (AEP) stake by 11% in Q2 2026, buying an estimated $14.2K and bringing the position to 1,049 shares worth $144K. The position accounts for 0.09% of the portfolio, ranked #106.

Asset Planning Inc first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Asset Planning Inc held 1,049 shares of American Electric Power worth $144K as of Q2 2026.
  • Asset Planning Inc bought 108 American Electric Power shares in Q2 2026, an estimated $14.2K.
  • American Electric Power made up 0.09% of Asset Planning Inc's portfolio in Q2 2026, its #106 holding.
  • Asset Planning Inc first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.