COMPASS FINANCIAL MANAGEMENT LLC’s American Electric Power AEP Stock Holding History

COMPASS FINANCIAL MANAGEMENT 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	$543K	Buy	+4,159	New	+$548K	0.07%	266

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's AEP Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in American Electric Power (AEP) in Q2 2026: 4,159 shares worth $543K. The stake represents 0.07% of the portfolio and ranks #266 among its holdings.

1,547 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 4,159 shares of American Electric Power worth $543K as of Q2 2026.
American Electric Power was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
American Electric Power made up 0.07% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #266 holding.
1,547 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.