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Godfrey Financial Associates’s American Electric Power AEP Stock Holding History

Godfrey Financial Associates’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 		$49K Hold
358
– – 0.04% 249
2026
Q1 		$46.9K Hold
358
– – 0.04% 243
2025
Q4 		$41.3K Buy
+358
New +$42.3K 0.04% 242

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

Godfrey Financial Associates's AEP Position: Q2 2026 in Review

Godfrey Financial Associates held its American Electric Power (AEP) position steady in Q2 2026 at 358 shares worth $49K. The position accounts for 0.04% of the portfolio, ranked #249.

Godfrey Financial Associates first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Godfrey Financial Associates held 358 shares of American Electric Power worth $49K as of Q2 2026.
  • Godfrey Financial Associates left its American Electric Power share count unchanged in Q2 2026.
  • American Electric Power made up 0.04% of Godfrey Financial Associates's portfolio in Q2 2026, its #249 holding.
  • Godfrey Financial Associates first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Godfrey Financial Associates's 13F filing for Q2 2026, filed 11 Aug 2026.