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Independent Financial Group’s American Electric Power AEP Stock Holding History

Independent Financial Group’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 		$803K Buy
5,867
+85
+1% +$11.2K 0.02% 781
2026
Q1 		$758K Buy
5,782
+1,327
+30% +$166K 0.02% 728
2025
Q4 		$514K Buy
4,455
+177
+4% +$20.9K 0.01% 885
2025
Q3 		$481K Buy
4,278
+18
+0.4% +$1.97K 0.01% 868
2025
Q2 		$442K Sell
4,260
-221
-5% -$23K 0.01% 833
2025
Q1 		$490K Buy
4,481
+473
+12% +$47.9K 0.02% 720
2024
Q4 		$370K Sell
4,008
-263
-6% -$25.5K 0.01% 820
2024
Q3 		$438K Sell
4,271
-36
-0.8% -$3.51K 0.02% 708
2024
Q2 		$378K Sell
4,307
-55
-1% -$4.81K 0.02% 728
2024
Q1 		$376K Sell
4,362
-767
-15% -$62.4K 0.02% 685
2023
Q4 		$417K Buy
5,129
+638
+14% +$49.5K 0.02% 611
2023
Q3 		$338K Sell
4,491
-948
-17% -$77.1K 0.02% 614
2023
Q2 		$458K Sell
5,439
-2,710
-33% -$239K 0.03% 497
2023
Q1 		$741K Sell
8,149
-1,804
-18% -$165K 0.06% 356
2022
Q4 		$945K Buy
9,953
+1,324
+15% +$121K 0.08% 250
2022
Q3 		$746K Buy
8,629
+101
+1% +$9.98K 0.07% 298
2022
Q2 		$818K Buy
8,528
+4,900
+135% +$486K 0.09% 264
2022
Q1 		$362K Sell
3,628
-949
-21% -$86.7K 0.03% 534
2021
Q4 		$407K Sell
4,577
-364
-7% -$30.7K 0.03% 483
2021
Q3 		$401K Buy
4,941
+31
+0.6% +$2.71K 0.04% 427
2021
Q2 		$415K Buy
4,910
+451
+10% +$38.8K 0.04% 427
2021
Q1 		$378K Buy
4,459
+1,610
+57% +$130K 0.05% 397
2020
Q4 		$237K Buy
+2,849
New +$247K 0.04% 481

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

Independent Financial Group's AEP Position: Q2 2026 in Review

Independent Financial Group increased its American Electric Power (AEP) stake by 1.5% in Q2 2026, buying an estimated $11.2K and bringing the position to 5,867 shares worth $803K. The position accounts for 0.02% of the portfolio, ranked #781.

Independent Financial Group first reported a position in AEP in Q4 2020 and has held it in 23 quarters since. The position peaked at $945K in Q4 2022. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Independent Financial Group held 5,867 shares of American Electric Power worth $803K as of Q2 2026.
  • Independent Financial Group bought 85 American Electric Power shares in Q2 2026, an estimated $11.2K.
  • American Electric Power made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #781 holding.
  • Independent Financial Group first reported a position in American Electric Power in Q4 2020 and has held it in 23 quarters since.
  • Independent Financial Group's American Electric Power position peaked at $945K in Q4 2022.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.