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Beacon Financial Advisory’s American Electric Power AEP Stock Holding History

Beacon Financial Advisory’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
Q1 		$1.24M Buy
9,461
+145
+2% +$18.1K 0.28% 89
2025
Q4 		$1.07M Sell
9,316
-1,190
-11% -$141K 0.25% 100
2025
Q3 		$1.18M Buy
10,506
+30
+0.3% +$3.28K 0.27% 96
2025
Q2 		$1.09M Buy
10,476
+531
+5% +$55.2K 0.28% 94
2025
Q1 		$1.09M Buy
9,945
+133
+1% +$13.5K 0.33% 86
2024
Q4 		$905K Buy
+9,812
New +$950K 0.29% 95

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Beacon Financial Advisory's AEP Position: Q1 2026 in Review

Beacon Financial Advisory increased its American Electric Power (AEP) stake by 1.6% in Q1 2026, buying an estimated $18.1K and bringing the position to 9,461 shares worth $1.24M. The position accounts for 0.28% of the portfolio, ranked #89.

Beacon Financial Advisory first reported a position in AEP in Q4 2024 and has held it in 6 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Beacon Financial Advisory held 9,461 shares of American Electric Power worth $1.24M as of Q1 2026.
  • Beacon Financial Advisory bought 145 American Electric Power shares in Q1 2026, an estimated $18.1K.
  • American Electric Power made up 0.28% of Beacon Financial Advisory's portfolio in Q1 2026, its #89 holding.
  • Beacon Financial Advisory first reported a position in American Electric Power in Q4 2024 and has held it in 6 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.