Baron Silver Stevens Financial Advisors’s American Electric Power AEP Stock Holding History

Baron Silver Stevens Financial Advisors’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	$283K	Sell	2,067 -110	-5%	-$14.5K	0.04%	124
2026 Q1	$285K	Hold	2,177	–	–	0.04%	110
2025 Q4	$251K	Buy	2,177 +85	+4%	+$10K	0.04%	119
2025 Q3	$235K	Sell	2,092 -1	-0%	-$109	0.03%	131
2025 Q2	$217K	Buy	2,093 +116	+6%	+$12.1K	0.03%	135
2025 Q1	$216K	Buy	+1,977	New	+$200K	0.04%	115
2024 Q4	–	Sell	-1,977	Closed	-$203K	–	128
2024 Q3	$203K	Buy	+1,977	New	+$193K	0.04%	119
2021 Q1	–	Sell	-713	Closed	-$59K	–	60
2020 Q4	$59K	Buy	+713	New	+$61.9K	0.02%	127

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

Baron Silver Stevens Financial Advisors's AEP Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors reduced its American Electric Power (AEP) stake by 5.1% in Q2 2026, selling an estimated $14.5K and leaving 2,067 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #124.

Baron Silver Stevens Financial Advisors first reported a position in AEP in Q4 2020 and has held it in 8 quarters since. The position peaked at $285K in Q1 2026. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Baron Silver Stevens Financial Advisors held 2,067 shares of American Electric Power worth $283K as of Q2 2026.
Baron Silver Stevens Financial Advisors sold 110 American Electric Power shares in Q2 2026, an estimated $14.5K.
American Electric Power made up 0.04% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #124 holding.
Baron Silver Stevens Financial Advisors first reported a position in American Electric Power in Q4 2020 and has held it in 8 quarters since.
Baron Silver Stevens Financial Advisors's American Electric Power position peaked at $285K in Q1 2026.
1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.