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

Fiduciary 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 		$469K Sell
3,428
-18
-0.5% -$2.37K 0.05% 210
2026
Q1 		$452K Sell
3,446
-167
-5% -$20.9K 0.06% 194
2025
Q4 		$417K Buy
3,613
+58
+2% +$6.85K 0.06% 200
2025
Q3 		$400K Sell
3,555
-44
-1% -$4.81K 0.06% 193
2025
Q2 		$376K Buy
3,599
+94
+3% +$9.78K 0.07% 178
2025
Q1 		$362K Buy
3,505
+23
+0.7% +$2.33K 0.08% 153
2024
Q4 		$326K Buy
+3,482
New +$337K 0.07% 171

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

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

Fiduciary Financial Group reduced its American Electric Power (AEP) stake by 0.52% in Q2 2026, selling an estimated $2.37K and leaving 3,428 shares worth $469K. The position accounts for 0.05% of the portfolio, ranked #210.

Fiduciary Financial Group first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Fiduciary Financial Group held 3,428 shares of American Electric Power worth $469K as of Q2 2026.
  • Fiduciary Financial Group sold 18 American Electric Power shares in Q2 2026, an estimated $2.37K.
  • American Electric Power made up 0.05% of Fiduciary Financial Group's portfolio in Q2 2026, its #210 holding.
  • Fiduciary Financial Group first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Fiduciary Financial Group's 13F filing for Q2 2026, filed 10 Jul 2026.