Forum Finance Group’s American Electric Power AEP Stock Holding History

Forum Finance 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	$332K	Hold	3,000	–	–	0.12%	122
2026 Q1	$318K	Buy	+3,000	New	+$375K	0.17%	102

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

Forum Finance Group's AEP Position: Q2 2026 in Review

Forum Finance Group held its American Electric Power (AEP) position steady in Q2 2026 at 3,000 shares worth $332K. The position accounts for 0.12% of the portfolio, ranked #122.

Forum Finance Group first reported a position in AEP in Q1 2026 and has held it in 2 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Forum Finance Group held 3,000 shares of American Electric Power worth $332K as of Q2 2026.
Forum Finance Group left its American Electric Power share count unchanged in Q2 2026.
American Electric Power made up 0.12% of Forum Finance Group's portfolio in Q2 2026, its #122 holding.
Forum Finance Group first reported a position in American Electric Power in Q1 2026 and has held it in 2 quarters since.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.