Fee-Only Financial Planning’s American Electric Power AEP Stock Holding History

Fee-Only Financial Planning’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	$639K	Sell	4,669 -100	-2%	-$13.2K	0.34%	23
2026 Q1	$625K	Hold	4,769	–	–	0.38%	23
2025 Q4	$550K	Hold	4,769	–	–	0.32%	25
2025 Q3	$537K	Hold	4,769	–	–	0.31%	26
2025 Q2	$495K	Hold	4,769	–	–	0.31%	27
2025 Q1	$521K	Hold	4,769	–	–	0.36%	24
2024 Q4	$440K	Hold	4,769	–	–	0.28%	27
2024 Q3	$489K	Hold	4,769	–	–	0.31%	27
2024 Q2	$418K	Hold	4,769	–	–	0.28%	27
2024 Q1	$411K	Hold	4,769	–	–	0.28%	28
2023 Q4	$387K	Hold	4,769	–	–	0.28%	28
2023 Q3	$359K	Hold	4,769	–	–	0.29%	29
2023 Q2	$402K	Hold	4,769	–	–	0.31%	29
2023 Q1	$434K	Hold	4,769	–	–	0.35%	26
2022 Q4	$453K	Buy	+4,769	New	+$434K	0.38%	25

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 $3.37T AUM 44.26% 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

Fee-Only Financial Planning's AEP Position: Q2 2026 in Review

Fee-Only Financial Planning reduced its American Electric Power (AEP) stake by 2.1% in Q2 2026, selling an estimated $13.2K and leaving 4,669 shares worth $639K. The position accounts for 0.34% of the portfolio, ranked #23.

Fee-Only Financial Planning first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Fee-Only Financial Planning held 4,669 shares of American Electric Power worth $639K as of Q2 2026.
Fee-Only Financial Planning sold 100 American Electric Power shares in Q2 2026, an estimated $13.2K.
American Electric Power made up 0.34% of Fee-Only Financial Planning's portfolio in Q2 2026, its #23 holding.
Fee-Only Financial Planning first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.