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BFC Planning, Inc.’s American Electric Power AEP Stock Holding History

BFC Planning, Inc.’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
Q3 		$2.33M Buy
19,650
+14,878
+312% +$1.88M 0.09% 220
2026
Q2 		$653K Sell
4,772
-16,175
-77% -$2.13M 0.03% 520
2026
Q1 		$2.75M Sell
20,947
-1,155
-5% -$145K 0.12% 168
2025
Q4 		$2.55M Buy
22,102
+16,735
+312% +$1.98M 0.11% 175
2025
Q3 		$604K Sell
5,367
-120
-2% -$13.1K 0.04% 337
2025
Q2 		$569K Sell
5,487
-39
-0.7% -$4.06K 0.04% 331
2025
Q1 		$604K Buy
5,526
+5
+0.1% +$506 0.05% 299
2024
Q4 		$509K Buy
5,521
+136
+3% +$13.2K 0.04% 335
2024
Q3 		$552K Buy
+5,385
New +$526K 0.05% 314

Other funds holding AEP

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

BFC Planning, Inc.'s AEP Position: Q3 2026 in Review

BFC Planning, Inc. increased its American Electric Power (AEP) stake by 312% in Q3 2026, buying an estimated $1.88M and bringing the position to 19,650 shares worth $2.33M. The position accounts for 0.09% of the portfolio, ranked #220.

BFC Planning, Inc. first reported a position in AEP in Q3 2024 and has held it in 9 quarters since. The position peaked at $2.75M in Q1 2026. 1,665 funds tracked by Wall St. Rank hold AEP as of Q3 2026.

  • BFC Planning, Inc. held 19,650 shares of American Electric Power worth $2.33M as of Q3 2026.
  • BFC Planning, Inc. bought 14,878 American Electric Power shares in Q3 2026, an estimated $1.88M.
  • American Electric Power made up 0.09% of BFC Planning, Inc.'s portfolio in Q3 2026, its #220 holding.
  • BFC Planning, Inc. first reported a position in American Electric Power in Q3 2024 and has held it in 9 quarters since.
  • BFC Planning, Inc.'s American Electric Power position peaked at $2.75M in Q1 2026.
  • 1,665 funds tracked by Wall St. Rank held American Electric Power as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.