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Evanson Financial’s American Electric Power AEP Stock Holding History

Evanson Financial’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 		$274K Buy
+2,004
New +$264K 0.01% 280

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

Evanson Financial's AEP Position: Q2 2026 in Review

Evanson Financial opened a new position in American Electric Power (AEP) in Q2 2026: 2,004 shares worth $274K. The stake represents 0.01% of the portfolio and ranks #280 among its holdings.

1,977 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Evanson Financial held 2,004 shares of American Electric Power worth $274K as of Q2 2026.
  • American Electric Power was a new Evanson Financial position in Q2 2026.
  • American Electric Power made up 0.01% of Evanson Financial's portfolio in Q2 2026, its #280 holding.
  • 1,977 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Evanson Financial's 13F filing for Q2 2026, filed 7 Jul 2026.