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Commonwealth Financial Services’s American Electric Power AEP Stock Holding History

Commonwealth Financial Services’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 		$2.8M Buy
20,492
+527
+3% +$69.4K 0.38% 57
2026
Q1 		$2.62M Buy
19,965
+567
+3% +$70.9K 0.41% 47
2025
Q4 		$2.24M Buy
19,398
+241
+1% +$28.5K 0.37% 49
2025
Q3 		$2.16M Buy
19,157
+606
+3% +$66.3K 0.37% 51
2025
Q2 		$1.92M Buy
18,551
+247
+1% +$25.7K 0.37% 54
2025
Q1 		$2M Buy
18,304
+19
+0.1% +$1.93K 0.41% 51
2024
Q4 		$1.69M Sell
18,285
-364
-2% -$35.2K 0.33% 54
2024
Q3 		$1.91M Sell
18,649
-1,111
-6% -$108K 0.38% 50
2024
Q2 		$1.72M Sell
19,760
-411
-2% -$36K 0.35% 46
2024
Q1 		$1.64M Hold
20,171
– – 0.39% 46
2023
Q4 		$1.64M Sell
20,171
-104
-0.5% -$8.07K 0.39% 46
2023
Q3 		$1.53M Buy
+20,275
New +$1.65M 0.45% 48
2017
Q1 		$11K Hold
159
– – 0.01% 187
2016
Q4 		$10K Hold
159
– – 0.01% 177
2016
Q3 		$10K Hold
159
– – 0.01% 170
2016
Q2 		$11K Buy
159
+83
+109% +$5.43K 0.01% 166
2016
Q1 		$5K Hold
76
– – 0.01% 182
2015
Q4 		$4K Hold
76
– – 0.01% 194
2015
Q3 		$4K Hold
76
– – ﹤0.01% 192
2015
Q2 		$4K Hold
76
– – ﹤0.01% 212
2015
Q1 		$4K Hold
76
– – ﹤0.01% 217
2014
Q4 		$5K Buy
+76
New +$4.35K ﹤0.01% 203

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
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
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Commonwealth Financial Services's AEP Position: Q2 2026 in Review

Commonwealth Financial Services increased its American Electric Power (AEP) stake by 2.6% in Q2 2026, buying an estimated $69.4K and bringing the position to 20,492 shares worth $2.8M. The position accounts for 0.38% of the portfolio, ranked #57.

Commonwealth Financial Services first reported a position in AEP in Q4 2014 and has held it in 22 quarters since. 325 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Commonwealth Financial Services held 20,492 shares of American Electric Power worth $2.8M as of Q2 2026.
  • Commonwealth Financial Services bought 527 American Electric Power shares in Q2 2026, an estimated $69.4K.
  • American Electric Power made up 0.38% of Commonwealth Financial Services's portfolio in Q2 2026, its #57 holding.
  • Commonwealth Financial Services first reported a position in American Electric Power in Q4 2014 and has held it in 22 quarters since.
  • 325 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Commonwealth Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.