Broadview Financial Management’s American Electric Power AEP Stock Holding History

Broadview Financial Management’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	$258K	Buy	+1,885	New	+$248K	0.16%	41

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

Broadview Financial Management's AEP Position: Q2 2026 in Review

Broadview Financial Management opened a new position in American Electric Power (AEP) in Q2 2026: 1,885 shares worth $258K. The stake represents 0.16% of the portfolio and ranks #41 among its holdings.

1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Broadview Financial Management held 1,885 shares of American Electric Power worth $258K as of Q2 2026.
American Electric Power was a new Broadview Financial Management position in Q2 2026.
American Electric Power made up 0.16% of Broadview Financial Management's portfolio in Q2 2026, its #41 holding.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Broadview Financial Management's 13F filing for Q2 2026, filed 13 Aug 2026.