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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
Q2 		$543K Buy
+4,159
New +$548K 0.07% 266

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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Compass Financial Management's AEP Position: Q2 2026 in Review

Compass Financial Management 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.

1,892 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Compass Financial Management held 4,159 shares of American Electric Power worth $543K as of Q2 2026.
  • American Electric Power was a new Compass Financial Management position in Q2 2026.
  • American Electric Power made up 0.07% of Compass Financial Management's portfolio in Q2 2026, its #266 holding.
  • 1,892 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.