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Atomi Financial Group’s American Electric Power AEP Stock Holding History

Atomi Financial Group’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 		$1.54M Buy
11,245
+459
+4% +$60.5K 0.04% 344
2026
Q1 		$1.41M Sell
10,786
-282
-3% -$35.3K 0.04% 327
2025
Q4 		$1.28M Buy
11,068
+529
+5% +$62.5K 0.04% 334
2025
Q3 		$1.19M Buy
10,539
+1,644
+18% +$180K 0.04% 321
2025
Q2 		$923K Buy
8,895
+461
+5% +$48K 0.03% 360
2025
Q1 		$922K Buy
8,434
+1,109
+15% +$112K 0.04% 332
2024
Q4 		$676K Sell
7,325
-1,339
-15% -$130K 0.03% 368
2024
Q3 		$889K Buy
8,664
+1,836
+27% +$179K 0.06% 272
2024
Q2 		$599K Buy
6,828
+1,826
+37% +$160K 0.04% 343
2024
Q1 		$431K Buy
5,002
+1,238
+33% +$101K 0.04% 396
2023
Q4 		$306K Buy
+3,764
New +$292K 0.04% 408

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

Atomi Financial Group's AEP Position: Q2 2026 in Review

Atomi Financial Group increased its American Electric Power (AEP) stake by 4.3% in Q2 2026, buying an estimated $60.5K and bringing the position to 11,245 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #344.

Atomi Financial Group first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Atomi Financial Group held 11,245 shares of American Electric Power worth $1.54M as of Q2 2026.
  • Atomi Financial Group bought 459 American Electric Power shares in Q2 2026, an estimated $60.5K.
  • American Electric Power made up 0.04% of Atomi Financial Group's portfolio in Q2 2026, its #344 holding.
  • Atomi Financial Group first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.