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Costello Asset Management’s American Electric Power AEP Stock Holding History

Costello Asset 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 		$42.7K Buy
312
+112
+56% +$14.8K 0.01% 274
2026
Q1 		$26.2K Buy
200
+100
+100% +$12.5K 0.01% 342
2025
Q4 		$11.5K Hold
100
– – ﹤0.01% 444
2025
Q3 		$11.3K Buy
+100
New +$10.9K ﹤0.01% 455
2023
Q1 		– Sell
-30
Closed -$2.85K – 216
2022
Q4 		$2.85K Sell
30
-30
-50% -$2.73K ﹤0.01% 187
2022
Q3 		$5K Buy
+60
New +$5.93K ﹤0.01% 171

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 $3.38T AUM 44.17% 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

Costello Asset Management's AEP Position: Q2 2026 in Review

Costello Asset Management increased its American Electric Power (AEP) stake by 56% in Q2 2026, buying an estimated $14.8K and bringing the position to 312 shares worth $42.7K. The position accounts for 0.01% of the portfolio, ranked #274.

Costello Asset Management first reported a position in AEP in Q3 2022 and has held it in 6 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Costello Asset Management held 312 shares of American Electric Power worth $42.7K as of Q2 2026.
  • Costello Asset Management bought 112 American Electric Power shares in Q2 2026, an estimated $14.8K.
  • American Electric Power made up 0.01% of Costello Asset Management's portfolio in Q2 2026, its #274 holding.
  • Costello Asset Management first reported a position in American Electric Power in Q3 2022 and has held it in 6 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.