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 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 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

Beacon Financial Advisory's AEP Position: Q2 2026 in Review

Beacon Financial Advisory increased its American Electric Power (AEP) stake by 5.3% in Q2 2026, buying an estimated $66K and bringing the position to 9,962 shares worth $1.36M. The position accounts for 0.27% of the portfolio, ranked #88.

Beacon Financial Advisory first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Beacon Financial Advisory held 9,962 shares of American Electric Power worth $1.36M as of Q2 2026.
Beacon Financial Advisory bought 501 American Electric Power shares in Q2 2026, an estimated $66K.
American Electric Power made up 0.27% of Beacon Financial Advisory's portfolio in Q2 2026, its #88 holding.
Beacon Financial Advisory first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.