FC
AEP icon

Financial Consulate’s American Electric Power AEP Stock Holding History

Financial Consulate’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 		$240K Buy
1,755
+47
+3% +$6.19K 0.03% 139
2026
Q1 		$224K Buy
1,708
+9
+0.5% +$1.13K 0.03% 138
2025
Q4 		$196K Buy
1,699
+10
+0.6% +$1.18K 0.03% 164
2025
Q3 		$190K Buy
+1,689
New +$185K 0.03% 163

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

Financial Consulate's AEP Position: Q2 2026 in Review

Financial Consulate increased its American Electric Power (AEP) stake by 2.8% in Q2 2026, buying an estimated $6.19K and bringing the position to 1,755 shares worth $240K. The position accounts for 0.03% of the portfolio, ranked #139.

Financial Consulate first reported a position in AEP in Q3 2025 and has held it in 4 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Financial Consulate held 1,755 shares of American Electric Power worth $240K as of Q2 2026.
  • Financial Consulate bought 47 American Electric Power shares in Q2 2026, an estimated $6.19K.
  • American Electric Power made up 0.03% of Financial Consulate's portfolio in Q2 2026, its #139 holding.
  • Financial Consulate first reported a position in American Electric Power in Q3 2025 and has held it in 4 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.