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

Brendel 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 		$305K Hold
2,226
– – 0.14% 79
2026
Q1 		$292K Sell
2,226
-1,000
-31% -$125K 0.14% 78
2025
Q4 		$372K Sell
3,226
-68
-2% -$8.03K 0.18% 71
2025
Q3 		$371K Sell
3,294
-118
-3% -$12.9K 0.19% 75
2025
Q2 		$354K Sell
3,412
-374
-10% -$38.9K 0.2% 75
2025
Q1 		$414K Hold
3,786
– – 0.25% 68
2024
Q4 		$349K Hold
3,786
– – 0.21% 71
2024
Q3 		$388K Hold
3,786
– – 0.22% 72
2024
Q2 		$332K Hold
3,786
– – 0.21% 73
2024
Q1 		$326K Hold
3,786
– – 0.37% 48
2023
Q4 		$307K Buy
+3,786
New +$294K 0.2% 73
2023
Q2 		– Sell
-4,786
Closed -$435K – 48
2023
Q1 		$435K Buy
+4,786
New +$438K 0.32% 60
2022
Q3 		– Sell
-4,786
Closed -$459K – 43
2022
Q2 		$459K Sell
4,786
-22
-0.5% -$2.18K 0.4% 64
2022
Q1 		$480K Buy
4,808
+22
+0.5% +$2.01K 0.26% 74
2021
Q4 		$426K Buy
+4,786
New +$404K 0.22% 76
2021
Q3 		– Sell
-4,786
Closed -$405K – 63
2021
Q2 		$405K Sell
4,786
-50
-1% -$4.3K 0.22% 79
2021
Q1 		$410K Hold
4,836
– – 0.27% 65
2020
Q4 		$403K Sell
4,836
-2
-0% -$174 0.27% 63
2020
Q3 		$395K Hold
4,838
– – 0.32% 61
2020
Q2 		$385K Sell
4,838
-76
-2% -$6.2K 0.33% 65
2020
Q1 		$393K Hold
4,914
– – 0.46% 53
2019
Q4 		$464K Sell
4,914
-118
-2% -$10.9K 0.39% 60
2019
Q3 		$471K Sell
5,032
-162
-3% -$14.7K 0.42% 55
2019
Q2 		$457K Hold
5,194
– – 0.44% 55
2019
Q1 		$435K Sell
5,194
-49
-0.9% -$3.9K 0.39% 56
2018
Q4 		$392K Buy
+5,243
New +$393K 0.45% 60

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

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

Brendel Financial Advisors held its American Electric Power (AEP) position steady in Q2 2026 at 2,226 shares worth $305K. The position accounts for 0.14% of the portfolio, ranked #79.

Brendel Financial Advisors first reported a position in AEP in Q4 2018 and has held it in 26 quarters since. The position peaked at $480K in Q1 2022. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Brendel Financial Advisors held 2,226 shares of American Electric Power worth $305K as of Q2 2026.
  • Brendel Financial Advisors left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.14% of Brendel Financial Advisors's portfolio in Q2 2026, its #79 holding.
  • Brendel Financial Advisors first reported a position in American Electric Power in Q4 2018 and has held it in 26 quarters since.
  • Brendel Financial Advisors's American Electric Power position peaked at $480K in Q1 2022.
  • 1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Brendel Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.