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Forum Financial Management’s American Electric Power AEP Stock Holding History

Forum Financial Management’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 		$293K Buy
2,139
+224
+12% +$29.5K ﹤0.01% 276
2026
Q1 		$251K Buy
+1,915
New +$240K ﹤0.01% 281
2022
Q2 		– Sell
-2,325
Closed -$231K – 577
2022
Q1 		$231K Hold
2,325
– – 0.01% 505
2021
Q4 		$207K Buy
+2,325
New +$196K 0.01% 609

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

Forum Financial Management's AEP Position: Q2 2026 in Review

Forum Financial Management increased its American Electric Power (AEP) stake by 12% in Q2 2026, buying an estimated $29.5K and bringing the position to 2,139 shares worth $293K. The position accounts for ﹤0.01% of the portfolio, ranked #276.

Forum Financial Management first reported a position in AEP in Q4 2021 and has held it in 4 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Forum Financial Management held 2,139 shares of American Electric Power worth $293K as of Q2 2026.
  • Forum Financial Management bought 224 American Electric Power shares in Q2 2026, an estimated $29.5K.
  • American Electric Power made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #276 holding.
  • Forum Financial Management first reported a position in American Electric Power in Q4 2021 and has held it in 4 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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