KFA
AEP icon

Kelleher Financial Advisors’s American Electric Power AEP Stock Holding History

Kelleher Financial Advisors’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 		$4.38K Buy
+32
New +$4.22K ﹤0.01% 682
2022
Q2 		– Sell
-3,191
Closed -$318K – 137
2022
Q1 		$318K Sell
3,191
-191
-6% -$17.4K 0.18% 91
2021
Q4 		$300K Sell
3,382
-1,635
-33% -$138K 0.16% 97
2021
Q3 		$407K Buy
5,017
+2,053
+69% +$179K 0.18% 108
2021
Q2 		$250K Buy
2,964
+239
+9% +$20.6K 0.14% 104
2021
Q1 		$230K Buy
+2,725
New +$220K 0.15% 100

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 $3.38T AUM 44.17% 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

Kelleher Financial Advisors's AEP Position: Q2 2026 in Review

Kelleher Financial Advisors opened a new position in American Electric Power (AEP) in Q2 2026: 32 shares worth $4.38K. The stake represents ﹤0.01% of the portfolio and ranks #682 among its holdings. This is a return to the name: Kelleher Financial Advisors previously reported a position in AEP as recently as Q1 2022.

Kelleher Financial Advisors first reported a position in AEP in Q1 2021 and has held it in 6 quarters since. The position peaked at $407K in Q3 2021. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Kelleher Financial Advisors held 32 shares of American Electric Power worth $4.38K as of Q2 2026.
  • American Electric Power was a new Kelleher Financial Advisors position in Q2 2026.
  • American Electric Power made up ﹤0.01% of Kelleher Financial Advisors's portfolio in Q2 2026, its #682 holding.
  • Kelleher Financial Advisors first reported a position in American Electric Power in Q1 2021 and has held it in 6 quarters since.
  • Kelleher Financial Advisors's American Electric Power position peaked at $407K in Q3 2021.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Kelleher Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.