Beacon Financial Advisory
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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
Q3 		$1.19M Buy
10,069
+107
+1% +$13.5K 0.23% 106
2026
Q2 		$1.36M Buy
9,962
+501
+5% +$66K 0.27% 88
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Beacon Financial Advisory's AEP Position: Q3 2026 in Review

Beacon Financial Advisory increased its American Electric Power (AEP) stake by 1.1% in Q3 2026, buying an estimated $13.5K and bringing the position to 10,069 shares worth $1.19M. The position accounts for 0.23% of the portfolio, ranked #106.

Beacon Financial Advisory first reported a position in AEP in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.36M in Q2 2026. 1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Beacon Financial Advisory held 10,069 shares of American Electric Power worth $1.19M as of Q3 2026.
  • Beacon Financial Advisory bought 107 American Electric Power shares in Q3 2026, an estimated $13.5K.
  • American Electric Power made up 0.23% of Beacon Financial Advisory's portfolio in Q3 2026, its #106 holding.
  • Beacon Financial Advisory first reported a position in American Electric Power in Q4 2024 and has held it in 8 quarters since.
  • Beacon Financial Advisory's American Electric Power position peaked at $1.36M in Q2 2026.
  • 1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Beacon Financial Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.