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

Merit 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 		$10.6M Buy
77,844
+517
+0.7% +$68.1K 0.07% 248
2026
Q1 		$10.1M Buy
77,327
+13,801
+22% +$1.73M 0.08% 222
2025
Q4 		$7.33M Buy
63,526
+9,532
+18% +$1.13M 0.06% 255
2025
Q3 		$6.07M Buy
53,994
+3,699
+7% +$405K 0.06% 271
2025
Q2 		$5.22M Buy
50,295
+34,143
+211% +$3.55M 0.06% 267
2025
Q1 		$1.76M Buy
16,152
+2,438
+18% +$247K 0.03% 470
2024
Q4 		$1.26M Buy
13,714
+7,918
+137% +$766K 0.02% 446
2024
Q3 		$595K Sell
5,796
-2,026
-26% -$198K 0.01% 525
2024
Q2 		$686K Sell
7,822
-253
-3% -$22.1K 0.02% 505
2024
Q1 		$715K Sell
8,075
-974
-11% -$79.2K 0.02% 488
2023
Q4 		$735K Buy
9,049
+2,075
+30% +$161K 0.02% 391
2023
Q3 		$525K Buy
6,974
+30
+0.4% +$2.44K 0.02% 449
2023
Q2 		$585K Buy
6,944
+2,118
+44% +$187K 0.02% 431
2023
Q1 		$439K Buy
4,826
+378
+8% +$34.6K 0.02% 434
2022
Q4 		$422K Buy
+4,448
New +$405K 0.02% 466

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

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

Merit Financial Group increased its American Electric Power (AEP) stake by 0.67% in Q2 2026, buying an estimated $68.1K and bringing the position to 77,844 shares worth $10.6M. The position accounts for 0.07% of the portfolio, ranked #248.

Merit Financial Group first reported a position in AEP in Q4 2022 and has held it in 15 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Merit Financial Group held 77,844 shares of American Electric Power worth $10.6M as of Q2 2026.
  • Merit Financial Group bought 517 American Electric Power shares in Q2 2026, an estimated $68.1K.
  • American Electric Power made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #248 holding.
  • Merit Financial Group first reported a position in American Electric Power in Q4 2022 and has held it in 15 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.