CFG
AEP icon

Cooper Financial Group’s American Electric Power AEP Stock Holding History

Cooper Financial 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 		$512K Buy
+3,744
New +$493K 0.04% 262
2021
Q4 		– Sell
-2,653
Closed -$215K – 235
2021
Q3 		$215K Buy
+2,653
New +$232K 0.04% 234
2021
Q1 		– Sell
-3,386
Closed -$282K – 245
2020
Q4 		$282K Buy
+3,386
New +$294K 0.06% 224

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

Cooper Financial Group's AEP Position: Q2 2026 in Review

Cooper Financial Group opened a new position in American Electric Power (AEP) in Q2 2026: 3,744 shares worth $512K. The stake represents 0.04% of the portfolio and ranks #262 among its holdings. This is a return to the name: Cooper Financial Group previously reported a position in AEP as recently as Q3 2021.

Cooper Financial Group first reported a position in AEP in Q4 2020 and has held it in 3 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Cooper Financial Group held 3,744 shares of American Electric Power worth $512K as of Q2 2026.
  • American Electric Power was a new Cooper Financial Group position in Q2 2026.
  • American Electric Power made up 0.04% of Cooper Financial Group's portfolio in Q2 2026, its #262 holding.
  • Cooper Financial Group first reported a position in American Electric Power in Q4 2020 and has held it in 3 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.