Empire Financial Management Company’s American Electric Power AEP Stock Holding History

Empire Financial Management Company’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 Q1	$980K	Hold	7,475	–	–	0.22%	118
2025 Q4	$862K	Hold	7,475	–	–	0.19%	115
2025 Q3	$841K	Hold	7,475	–	–	0.19%	121
2025 Q2	$776K	Hold	7,475	–	–	0.22%	115
2025 Q1	$817K	Hold	7,475	–	–	0.25%	109
2024 Q4	$689K	Hold	7,475	–	–	0.22%	122
2024 Q3	$767K	Hold	7,475	–	–	0.24%	118
2024 Q2	$656K	Hold	7,475	–	–	0.22%	119
2024 Q1	$644K	Hold	7,475	–	–	0.21%	124
2023 Q4	$607K	Sell	7,475 -3,972	-35%	-$308K	0.24%	108
2023 Q3	$861K	Sell	11,447 -835	-7%	-$67.9K	0.38%	76
2023 Q2	$1.03M	Sell	12,282 -511	-4%	-$45.1K	0.41%	65
2023 Q1	$1.16M	Buy	+12,793	New	+$1.17M	0.47%	66

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Empire Financial Management Company's AEP Position: Q1 2026 in Review

Empire Financial Management Company held its American Electric Power (AEP) position steady in Q1 2026 at 7,475 shares worth $980K. The position accounts for 0.22% of the portfolio, ranked #118.

Empire Financial Management Company first reported a position in AEP in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.16M in Q1 2023. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

Empire Financial Management Company held 7,475 shares of American Electric Power worth $980K as of Q1 2026.
Empire Financial Management Company left its American Electric Power share count unchanged in Q1 2026.
American Electric Power made up 0.22% of Empire Financial Management Company's portfolio in Q1 2026, its #118 holding.
Empire Financial Management Company first reported a position in American Electric Power in Q1 2023 and has held it in 13 quarters since.
Empire Financial Management Company's American Electric Power position peaked at $1.16M in Q1 2023.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Empire Financial Management Company's 13F filing for Q1 2026, filed 18 May 2026.