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

Compass 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
Q3 		$398K Sell
3,351
-808
-19% -$102K 0.04% 324
2026
Q2 		$543K Buy
+4,159
New +$548K 0.07% 266

Other funds holding AEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Compass Financial Management's AEP Position: Q3 2026 in Review

Compass Financial Management reduced its American Electric Power (AEP) stake by 19% in Q3 2026, selling an estimated $102K and leaving 3,351 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #324.

Compass Financial Management first reported a position in AEP in Q2 2026 and has held it in 2 quarters since. The position peaked at $543K in Q2 2026. 1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • Compass Financial Management held 3,351 shares of American Electric Power worth $398K as of Q3 2026.
  • Compass Financial Management sold 808 American Electric Power shares in Q3 2026, an estimated $102K.
  • American Electric Power made up 0.04% of Compass Financial Management's portfolio in Q3 2026, its #324 holding.
  • Compass Financial Management first reported a position in American Electric Power in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's American Electric Power position peaked at $543K in Q2 2026.
  • 1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.