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GoalVest Advisory’s American Electric Power AEP Stock Holding History

GoalVest Advisory’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 		$40.8K Hold
298
– – 0.01% 228
2026
Q1 		$39.1K Sell
298
-15
-5% -$1.88K 0.01% 253
2025
Q4 		$36.1K Hold
313
– – 0.01% 272
2025
Q3 		$35.2K Hold
313
– – 0.01% 249
2025
Q2 		$32.5K Buy
313
+230
+277% +$23.9K 0.01% 239
2025
Q1 		$9.07K Buy
+83
New +$8.41K ﹤0.01% 274
2024
Q2 		– Sell
-182
Closed -$15.7K – 317
2024
Q1 		$15.7K Sell
182
-243
-57% -$19.8K 0.01% 285
2023
Q4 		$34.5K Buy
425
+320
+305% +$24.8K 0.02% 171
2023
Q3 		$7.9K Buy
+105
New +$8.54K ﹤0.01% 311
2022
Q2 		– Sell
-134
Closed -$13K – 303
2022
Q1 		$13K Buy
+134
New +$12.2K 0.01% 223
2021
Q1 		– Sell
-90
Closed -$7K – 174
2020
Q4 		$7K Buy
+90
New +$7.81K 0.01% 173

Other funds holding AEP

COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
ZIC
ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

GoalVest Advisory's AEP Position: Q2 2026 in Review

GoalVest Advisory held its American Electric Power (AEP) position steady in Q2 2026 at 298 shares worth $40.8K. The position accounts for 0.01% of the portfolio, ranked #228.

GoalVest Advisory first reported a position in AEP in Q4 2020 and has held it in 11 quarters since. 325 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • GoalVest Advisory held 298 shares of American Electric Power worth $40.8K as of Q2 2026.
  • GoalVest Advisory left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #228 holding.
  • GoalVest Advisory first reported a position in American Electric Power in Q4 2020 and has held it in 11 quarters since.
  • 325 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.