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Keystone Financial Group (Kentucky)’s American Electric Power AEP Stock Holding History

Keystone Financial Group (Kentucky)’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 		$1M Sell
7,331
-3,674
-33% -$484K 0.06% 221
2026
Q1 		$1.44M Buy
11,005
+855
+8% +$107K 0.1% 156
2025
Q4 		$1.17M Buy
10,150
+261
+3% +$30.8K 0.09% 154
2025
Q3 		$1.11M Buy
9,889
+189
+2% +$20.7K 0.09% 153
2025
Q2 		$1.01M Buy
9,700
+417
+4% +$43.4K 0.09% 153
2025
Q1 		$1.01M Buy
9,283
+21
+0.2% +$2.13K 0.1% 142
2024
Q4 		$854K Buy
9,262
+194
+2% +$18.8K 0.08% 157
2024
Q3 		$930K Buy
9,068
+164
+2% +$16K 0.12% 130
2024
Q2 		$781K Buy
8,904
+584
+7% +$51.1K 0.28% 57
2024
Q1 		$716K Buy
8,320
+1,436
+21% +$117K 0.1% 138
2023
Q4 		$559K Sell
6,884
-262
-4% -$20.3K 0.1% 140
2023
Q3 		$538K Buy
7,146
+110
+2% +$8.95K 0.09% 145
2023
Q2 		$592K Buy
+7,036
New +$621K 0.1% 136
2022
Q4 		$649K Sell
6,832
-30
-0.4% -$2.73K 0.13% 124
2022
Q3 		$593K Buy
6,862
+200
+3% +$19.8K 0.12% 128
2022
Q2 		$639K Buy
6,662
+187
+3% +$18.5K 0.13% 131
2022
Q1 		$646K Buy
6,475
+136
+2% +$12.4K 0.11% 135
2021
Q4 		$564K Buy
6,339
+45
+0.7% +$3.8K 0.09% 152
2021
Q3 		$511K Buy
6,294
+19
+0.3% +$1.66K 0.09% 156
2021
Q2 		$531K Buy
6,275
+43
+0.7% +$3.7K 0.1% 154
2021
Q1 		$528K Sell
6,232
-225
-3% -$18.1K 0.1% 148
2020
Q4 		$538K Buy
6,457
+769
+14% +$66.7K 0.11% 136
2020
Q3 		$465K Buy
5,688
+461
+9% +$38K 0.11% 137
2020
Q2 		$416K Buy
5,227
+47
+0.9% +$3.84K 0.11% 137
2020
Q1 		$414K Buy
5,180
+301
+6% +$28.5K 0.14% 125
2019
Q4 		$461K Hold
4,879
– – 0.12% 132
2019
Q3 		$457K Sell
4,879
-169
-3% -$15.3K 0.14% 130
2019
Q2 		$444K Sell
5,048
-71
-1% -$6.12K 0.14% 130
2019
Q1 		$429K Buy
5,119
+2,394
+88% +$190K 0.15% 127
2018
Q4 		$204K Sell
2,725
-141
-5% -$10.6K 0.09% 168
2018
Q3 		$203K Buy
+2,866
New +$204K 0.08% 181

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

Keystone Financial Group (Kentucky)'s AEP Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) reduced its American Electric Power (AEP) stake by 33% in Q2 2026, selling an estimated $484K and leaving 7,331 shares worth $1M. The position accounts for 0.06% of the portfolio, ranked #221.

Keystone Financial Group (Kentucky) first reported a position in AEP in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.44M in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Keystone Financial Group (Kentucky) held 7,331 shares of American Electric Power worth $1M as of Q2 2026.
  • Keystone Financial Group (Kentucky) sold 3,674 American Electric Power shares in Q2 2026, an estimated $484K.
  • American Electric Power made up 0.06% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #221 holding.
  • Keystone Financial Group (Kentucky) first reported a position in American Electric Power in Q3 2018 and has held it in 31 quarters since.
  • Keystone Financial Group (Kentucky)'s American Electric Power position peaked at $1.44M in Q1 2026.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.