FSM Wealth Advisors’s American Electric Power AEP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$226K Buy
1,654
+58
+4% +$7.64K 0.02% 317
2026
Q1
$209K Buy
+1,596
New +$200K 0.03% 306

Other funds holding AEP

FSM Wealth Advisors's AEP Position: Q2 2026 in Review

FSM Wealth Advisors increased its American Electric Power (AEP) stake by 3.6% in Q2 2026, buying an estimated $7.64K and bringing the position to 1,654 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #317.

FSM Wealth Advisors 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.

  • FSM Wealth Advisors held 1,654 shares of American Electric Power worth $226K as of Q2 2026.
  • FSM Wealth Advisors bought 58 American Electric Power shares in Q2 2026, an estimated $7.64K.
  • American Electric Power made up 0.02% of FSM Wealth Advisors's portfolio in Q2 2026, its #317 holding.
  • FSM Wealth Advisors 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 FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.