Monument Capital Management’s American Electric Power AEP Stock Holding History

Monument Capital Management’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	$1.37M	Buy	9,996 +77	+0.8%	+$10.1K	0.28%	97
2026 Q1	$1.3M	Buy	9,919 +1,225	+14%	+$153K	0.33%	87
2025 Q4	$1M	Buy	8,694 +1,008	+13%	+$119K	0.25%	97
2025 Q3	$865K	Buy	7,686 +654	+9%	+$71.6K	0.22%	104
2025 Q2	$730K	Buy	7,032 +3,124	+80%	+$325K	0.19%	106
2025 Q1	$427K	Buy	+3,908	New	+$396K	0.13%	127
2024 Q4	–	Sell	-2,008	Closed	-$206K	–	199
2024 Q3	$206K	Buy	+2,008	New	+$196K	0.06%	190

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Monument Capital Management's AEP Position: Q2 2026 in Review

Monument Capital Management increased its American Electric Power (AEP) stake by 0.78% in Q2 2026, buying an estimated $10.1K and bringing the position to 9,996 shares worth $1.37M. The position accounts for 0.28% of the portfolio, ranked #97.

Monument Capital Management first reported a position in AEP in Q3 2024 and has held it in 7 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Monument Capital Management held 9,996 shares of American Electric Power worth $1.37M as of Q2 2026.
Monument Capital Management bought 77 American Electric Power shares in Q2 2026, an estimated $10.1K.
American Electric Power made up 0.28% of Monument Capital Management's portfolio in Q2 2026, its #97 holding.
Monument Capital Management first reported a position in American Electric Power in Q3 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 Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.