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

Everhart 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 		$750K Buy
5,484
+564
+11% +$74.3K 0.05% 221
2026
Q1 		$645K Sell
4,920
-2,422
-33% -$303K 0.05% 231
2025
Q4 		$847K Buy
7,342
+4,296
+141% +$507K 0.08% 180
2025
Q3 		$343K Buy
+3,046
New +$333K 0.03% 298
2022
Q4 		– Sell
-2,553
Closed -$220K – 182
2022
Q3 		$220K Buy
2,553
+103
+4% +$10.2K 0.12% 169
2022
Q2 		$236K Buy
+2,450
New +$243K 0.14% 148

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

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

Everhart Financial Group increased its American Electric Power (AEP) stake by 11% in Q2 2026, buying an estimated $74.3K and bringing the position to 5,484 shares worth $750K. The position accounts for 0.05% of the portfolio, ranked #221.

Everhart Financial Group first reported a position in AEP in Q2 2022 and has held it in 6 quarters since. The position peaked at $847K in Q4 2025. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Everhart Financial Group held 5,484 shares of American Electric Power worth $750K as of Q2 2026.
  • Everhart Financial Group bought 564 American Electric Power shares in Q2 2026, an estimated $74.3K.
  • American Electric Power made up 0.05% of Everhart Financial Group's portfolio in Q2 2026, its #221 holding.
  • Everhart Financial Group first reported a position in American Electric Power in Q2 2022 and has held it in 6 quarters since.
  • Everhart Financial Group's American Electric Power position peaked at $847K in Q4 2025.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.