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Bare Financial Services’s American Electric Power AEP Stock Holding History

Bare Financial Services’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 		$14.6K Buy
107
+37
+53% +$4.87K ﹤0.01% 422
2026
Q1 		$9.18K Buy
70
+8
+13% +$1K ﹤0.01% 392
2025
Q4 		$7.15K Buy
62
+9
+17% +$1.06K ﹤0.01% 379
2025
Q3 		$5.96K Hold
53
– – ﹤0.01% 461
2025
Q2 		$5.5K Buy
+53
New +$5.51K ﹤0.01% 425

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 $3.38T AUM 44.17% 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

Bare Financial Services's AEP Position: Q2 2026 in Review

Bare Financial Services increased its American Electric Power (AEP) stake by 53% in Q2 2026, buying an estimated $4.87K and bringing the position to 107 shares worth $14.6K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Bare Financial Services first reported a position in AEP in Q2 2025 and has held it in 5 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Bare Financial Services held 107 shares of American Electric Power worth $14.6K as of Q2 2026.
  • Bare Financial Services bought 37 American Electric Power shares in Q2 2026, an estimated $4.87K.
  • American Electric Power made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #422 holding.
  • Bare Financial Services first reported a position in American Electric Power in Q2 2025 and has held it in 5 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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