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Meridian Financial’s American Electric Power AEP Stock Holding History

Meridian Financial’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 		$299K Buy
2,189
+4
+0.2% +$527 0.14% 117
2026
Q1 		$286K Buy
2,185
+4
+0.2% +$500 0.16% 111
2025
Q4 		$251K Buy
2,181
+4
+0.2% +$472 0.14% 123
2025
Q3 		$245K Buy
2,177
+5
+0.2% +$547 0.14% 120
2025
Q2 		$225K Buy
2,172
+4
+0.2% +$416 0.15% 114
2025
Q1 		$237K Buy
+2,168
New +$220K 0.17% 106
2024
Q4 		– Sell
-2,159
Closed -$221K – 121
2024
Q3 		$221K Buy
+2,159
New +$211K 0.15% 122
2022
Q3 		– Sell
-3,531
Closed -$251K – 85
2022
Q2 		$251K Buy
3,531
+5
+0.1% +$496 0.28% 73
2022
Q1 		$273K Sell
3,526
-531
-13% -$48.5K 0.28% 67
2021
Q4 		$270K Buy
+4,057
New +$342K 0.25% 73

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

Meridian Financial's AEP Position: Q2 2026 in Review

Meridian Financial increased its American Electric Power (AEP) stake by 0.18% in Q2 2026, buying an estimated $527 and bringing the position to 2,189 shares worth $299K. The position accounts for 0.14% of the portfolio, ranked #117.

Meridian Financial first reported a position in AEP in Q4 2021 and has held it in 10 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Meridian Financial held 2,189 shares of American Electric Power worth $299K as of Q2 2026.
  • Meridian Financial bought 4 American Electric Power shares in Q2 2026, an estimated $527.
  • American Electric Power made up 0.14% of Meridian Financial's portfolio in Q2 2026, its #117 holding.
  • Meridian Financial first reported a position in American Electric Power in Q4 2021 and has held it in 10 quarters since.
  • 1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Meridian Financial's 13F filing for Q2 2026, filed 22 Jul 2026.