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Miller Financial Services’s American Electric Power AEP Stock Holding History

Miller Financial Services’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 		$1.16M Buy
8,467
+5,850
+224% +$771K 0.93% 28
2026
Q1 		$343K Sell
2,617
-5
-0.2% -$626 0.38% 76
2025
Q4 		$302K Sell
2,622
-35
-1% -$4.13K 0.35% 81
2025
Q3 		$299K Sell
2,657
-25
-0.9% -$2.73K 0.35% 81
2025
Q2 		$278K Sell
2,682
-6
-0.2% -$624 0.35% 77
2025
Q1 		$294K Hold
2,688
– – 0.42% 68
2024
Q4 		$248K Buy
+2,688
New +$260K 0.21% 104

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

Miller Financial Services's AEP Position: Q2 2026 in Review

Miller Financial Services increased its American Electric Power (AEP) stake by 224% in Q2 2026, buying an estimated $771K and bringing the position to 8,467 shares worth $1.16M. The position accounts for 0.93% of the portfolio, ranked #28.

Miller Financial Services first reported a position in AEP in Q4 2024 and has held it in 7 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Miller Financial Services held 8,467 shares of American Electric Power worth $1.16M as of Q2 2026.
  • Miller Financial Services bought 5,850 American Electric Power shares in Q2 2026, an estimated $771K.
  • American Electric Power made up 0.93% of Miller Financial Services's portfolio in Q2 2026, its #28 holding.
  • Miller Financial Services first reported a position in American Electric Power in Q4 2024 and has held it in 7 quarters since.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Miller Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.