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Beaumont Financial Advisors’s American Electric Power AEP Stock Holding History

Beaumont 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 		$8.07M Sell
58,993
-106
-0.2% -$14K 0.51% 49
2026
Q1 		$7.75M Sell
59,099
-1,044
-2% -$131K 0.53% 47
2025
Q4 		$6.94M Buy
60,143
+112
+0.2% +$13.2K 0.46% 47
2025
Q3 		$6.75M Buy
60,031
+1,150
+2% +$126K 0.45% 47
2025
Q2 		$6.11M Buy
58,881
+435
+0.7% +$45.3K 0.44% 45
2025
Q1 		$6.39M Buy
58,446
+163
+0.3% +$16.5K 0.5% 47
2024
Q4 		$5.38M Sell
58,283
-904
-2% -$87.5K 0.4% 50
2024
Q3 		$6.07M Buy
59,187
+48
+0.1% +$4.68K 0.47% 47
2024
Q2 		$5.19M Buy
59,139
+3,685
+7% +$322K 0.42% 50
2024
Q1 		$4.77M Buy
55,454
+4,192
+8% +$341K 0.39% 49
2023
Q4 		$4.16M Buy
51,262
+46,006
+875% +$3.57M 0.38% 48
2023
Q3 		$395K Buy
+5,256
New +$428K 0.04% 210

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 $3.37T AUM 44.26% 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

Beaumont Financial Advisors's AEP Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its American Electric Power (AEP) stake by 0.18% in Q2 2026, selling an estimated $14K and leaving 58,993 shares worth $8.07M. The position accounts for 0.51% of the portfolio, ranked #49.

Beaumont Financial Advisors first reported a position in AEP in Q3 2023 and has held it in 12 quarters since. 1,977 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Beaumont Financial Advisors held 58,993 shares of American Electric Power worth $8.07M as of Q2 2026.
  • Beaumont Financial Advisors sold 106 American Electric Power shares in Q2 2026, an estimated $14K.
  • American Electric Power made up 0.51% of Beaumont Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • Beaumont Financial Advisors first reported a position in American Electric Power in Q3 2023 and has held it in 12 quarters since.
  • 1,977 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.