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Community Financial Services Group’s American Electric Power AEP Stock Holding History

Community Financial Services Group’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 		$6.03M Sell
44,632
-161
-0.4% -$21.2K 0.88% 38
2026
Q1 		$5.9M Buy
44,793
+917
+2% +$115K 1.04% 32
2025
Q4 		$5.06M Buy
43,876
+4,954
+13% +$585K 0.93% 39
2025
Q3 		$4.38M Buy
+38,922
New +$4.26M 0.8% 44
2015
Q4 		– Sell
-94
Closed -$5K – 72
2015
Q3 		$5K Hold
94
– – ﹤0.01% 241
2015
Q2 		$5K Hold
94
– – ﹤0.01% 255
2015
Q1 		$5K Hold
94
– – ﹤0.01% 266
2014
Q4 		$6K Buy
+94
New +$5.38K ﹤0.01% 252

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

Community Financial Services Group's AEP Position: Q2 2026 in Review

Community Financial Services Group reduced its American Electric Power (AEP) stake by 0.36% in Q2 2026, selling an estimated $21.2K and leaving 44,632 shares worth $6.03M. The position accounts for 0.88% of the portfolio, ranked #38.

Community Financial Services Group first reported a position in AEP in Q4 2014 and has held it in 8 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Community Financial Services Group held 44,632 shares of American Electric Power worth $6.03M as of Q2 2026.
  • Community Financial Services Group sold 161 American Electric Power shares in Q2 2026, an estimated $21.2K.
  • American Electric Power made up 0.88% of Community Financial Services Group's portfolio in Q2 2026, its #38 holding.
  • Community Financial Services Group first reported a position in American Electric Power in Q4 2014 and has held it in 8 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Community Financial Services Group's 13F filing for Q2 2026, filed 9 Jul 2026.