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Mechanics Financial Corp’s American Electric Power AEP Stock Holding History

Mechanics Financial Corp’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 		$391K Buy
2,859
+344
+14% +$45.3K 0.14% 93
2026
Q1 		$330K Hold
2,515
– – 0.14% 96
2025
Q4 		$290K Sell
2,515
-15
-0.6% -$1.77K 0.11% 97
2025
Q3 		$285K Hold
2,530
– – 0.11% 100
2025
Q2 		$263K Buy
2,530
+80
+3% +$8.32K 0.11% 101
2025
Q1 		$268K Hold
2,450
– – 0.12% 99
2024
Q4 		$226K Hold
2,450
– – 0.1% 105
2024
Q3 		$251K Hold
2,450
– – 0.11% 103
2024
Q2 		$215K Hold
2,450
– – 0.11% 109
2024
Q1 		$211K Buy
2,450
+50
+2% +$4.07K 0.11% 112
2023
Q4 		$195K Buy
2,400
+100
+4% +$7.76K 0.11% 109
2023
Q3 		$173K Buy
2,300
+225
+11% +$18.3K 0.1% 110
2023
Q2 		$175K Buy
2,075
+1,032
+99% +$91.2K 0.1% 113
2023
Q1 		$94.9K Hold
1,043
– – 0.06% 138
2022
Q4 		$99K Sell
1,043
-46
-4% -$4.19K 0.06% 136
2022
Q3 		$94K Hold
1,089
– – 0.06% 137
2022
Q2 		$104K Hold
1,089
– – 0.06% 135
2022
Q1 		$109K Hold
1,089
– – 0.06% 134
2021
Q4 		$97K Buy
+1,089
New +$91.9K 0.05% 136

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

Mechanics Financial Corp's AEP Position: Q2 2026 in Review

Mechanics Financial Corp increased its American Electric Power (AEP) stake by 14% in Q2 2026, buying an estimated $45.3K and bringing the position to 2,859 shares worth $391K. The position accounts for 0.14% of the portfolio, ranked #93.

Mechanics Financial Corp first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Mechanics Financial Corp held 2,859 shares of American Electric Power worth $391K as of Q2 2026.
  • Mechanics Financial Corp bought 344 American Electric Power shares in Q2 2026, an estimated $45.3K.
  • American Electric Power made up 0.14% of Mechanics Financial Corp's portfolio in Q2 2026, its #93 holding.
  • Mechanics Financial Corp first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Mechanics Financial Corp's 13F filing for Q2 2026, filed 5 Aug 2026.