Center for Financial Planning’s American Electric Power AEP Stock Holding History

Center for Financial Planning’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	$411	Buy	+3	New	+$395	﹤0.01%	626
2026 Q1	–	Sell	-41	Closed	-$4.73K	–	659
2025 Q4	$4.73K	Buy	+41	New	+$4.84K	﹤0.01%	559
2022 Q2	–	Sell	-250	Closed	-$25K	–	525
2022 Q1	$25K	Buy	250 +232	+1,289%	+$21.2K	0.01%	289
2021 Q4	$2K	Buy	+18	New	+$1.52K	﹤0.01%	472
2020 Q2	–	Sell	-173	Closed	-$14K	–	447
2020 Q1	$14K	Buy	+173	New	+$16.4K	﹤0.01%	286

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

Center for Financial Planning's AEP Position: Q2 2026 in Review

Center for Financial Planning opened a new position in American Electric Power (AEP) in Q2 2026: 3 shares worth $411. The stake represents ﹤0.01% of the portfolio and ranks #626 among its holdings. This is a return to the name: Center for Financial Planning previously reported a position in AEP as recently as Q4 2025.

Center for Financial Planning first reported a position in AEP in Q1 2020 and has held it in 5 quarters since. The position peaked at $25K in Q1 2022. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Center for Financial Planning held 3 shares of American Electric Power worth $411 as of Q2 2026.
American Electric Power was a new Center for Financial Planning position in Q2 2026.
American Electric Power made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #626 holding.
Center for Financial Planning first reported a position in American Electric Power in Q1 2020 and has held it in 5 quarters since.
Center for Financial Planning's American Electric Power position peaked at $25K in Q1 2022.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.