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

Larson 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 		– Sell
-100
Closed -$870 – 3772
2026
Q1 		$870 Buy
+100
New +$12.5K ﹤0.01% 3198

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

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

Larson Financial Group increased its American Electric Power (AEP) stake by 6.8% in Q2 2026, buying an estimated $163K and bringing the position to 19,455 shares worth $2.66M. The position accounts for 0.07% of the portfolio, ranked #222.

Larson Financial Group first reported a position in AEP in Q4 2018 and has held it in 31 quarters since. 1,983 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Larson Financial Group held 19,455 shares of American Electric Power worth $2.66M as of Q2 2026.
  • Larson Financial Group bought 1,235 American Electric Power shares in Q2 2026, an estimated $163K.
  • American Electric Power made up 0.07% of Larson Financial Group's portfolio in Q2 2026, its #222 holding.
  • Larson Financial Group first reported a position in American Electric Power in Q4 2018 and has held it in 31 quarters since.
  • 1,983 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.