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 Q2	–	Sell	-7,475	Closed	-$980K	–	142
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Empire Financial Management Company's AEP Position: Q2 2026 in Review

Empire Financial Management Company sold out of American Electric Power (AEP) in Q2 2026, closing a stake of 7,475 shares — an estimated $980K sold.

Empire Financial Management Company first reported a position in AEP in Q1 2023 and held it in 13 quarters. The position peaked at $1.16M in Q1 2023. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Empire Financial Management Company reported no remaining American Electric Power position as of Q2 2026 after selling out during the quarter.
Empire Financial Management Company sold 7,475 American Electric Power shares in Q2 2026, an estimated $980K.
Empire Financial Management Company first reported a position in American Electric Power in Q1 2023 and held it in 13 quarters.
Empire Financial Management Company's American Electric Power position peaked at $1.16M in Q1 2023.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Empire Financial Management Company's 13F filing for Q2 2026, filed 14 Aug 2026.