Convergence Financial’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$434K Buy
3,169
+1,470
+87% +$194K 0.03% 184
2026
Q1
$223K Buy
+1,699
New +$213K 0.02% 208

Other funds holding AEP

Convergence Financial's AEP Position: Q2 2026 in Review

Convergence Financial increased its American Electric Power (AEP) stake by 87% in Q2 2026, buying an estimated $194K and bringing the position to 3,169 shares worth $434K. The position accounts for 0.03% of the portfolio, ranked #184.

Convergence Financial first reported a position in AEP in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Convergence Financial held 3,169 shares of American Electric Power worth $434K as of Q2 2026.
  • Convergence Financial bought 1,470 American Electric Power shares in Q2 2026, an estimated $194K.
  • American Electric Power made up 0.03% of Convergence Financial's portfolio in Q2 2026, its #184 holding.
  • Convergence Financial first reported a position in American Electric Power in Q1 2026 and has held it in 2 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Convergence Financial's 13F filing for Q2 2026, filed 5 Aug 2026.