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BFSG LLC’s American Electric Power AEP Stock Holding History

BFSG LLC’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 		$1.5M Sell
10,955
-16
-0.1% -$2.11K 0.13% 150
2026
Q1 		$1.44M Sell
10,971
-26
-0.2% -$3.25K 0.14% 147
2025
Q4 		$1.27M Buy
10,997
+15
+0.1% +$1.77K 0.12% 155
2025
Q3 		$1.24M Sell
10,982
-782
-7% -$85.6K 0.12% 164
2025
Q2 		$1.22M Buy
11,764
+179
+2% +$18.6K 0.14% 148
2025
Q1 		$1.27M Sell
11,585
-55
-0.5% -$5.57K 0.15% 138
2024
Q4 		$1.07M Sell
11,640
-223
-2% -$21.6K 0.13% 151
2024
Q3 		$1.22M Buy
11,863
+9,709
+451% +$948K 0.14% 140
2024
Q2 		$189K Sell
2,154
-65
-3% -$5.69K 0.02% 240
2024
Q1 		$191K Buy
2,219
+107
+5% +$8.7K 0.03% 244
2023
Q4 		$172K Buy
+2,112
New +$164K 0.03% 251

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
NIM
Nexus Investment Management Toronto, Ontario, Canada $767M AUM 30.97% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

BFSG LLC's AEP Position: Q2 2026 in Review

BFSG LLC reduced its American Electric Power (AEP) stake by 0.15% in Q2 2026, selling an estimated $2.11K and leaving 10,955 shares worth $1.5M. The position accounts for 0.13% of the portfolio, ranked #150.

BFSG LLC first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 386 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • BFSG LLC held 10,955 shares of American Electric Power worth $1.5M as of Q2 2026.
  • BFSG LLC sold 16 American Electric Power shares in Q2 2026, an estimated $2.11K.
  • American Electric Power made up 0.13% of BFSG LLC's portfolio in Q2 2026, its #150 holding.
  • BFSG LLC first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 386 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.