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Northstar Financial Companies’s American Electric Power AEP Stock Holding History

Northstar Financial Companies’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 		$2.37M Buy
17,345
+3,203
+23% +$422K 1.6% 20
2026
Q1 		$1.85M Buy
14,142
+6,371
+82% +$797K 1.47% 18
2025
Q4 		$896K Buy
+7,771
New +$918K 0.71% 38

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 $3.38T AUM 44.17% 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

Northstar Financial Companies's AEP Position: Q2 2026 in Review

Northstar Financial Companies increased its American Electric Power (AEP) stake by 23% in Q2 2026, buying an estimated $422K and bringing the position to 17,345 shares worth $2.37M. The position accounts for 1.6% of the portfolio, ranked #20.

Northstar Financial Companies first reported a position in AEP in Q4 2025 and has held it in 3 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Northstar Financial Companies held 17,345 shares of American Electric Power worth $2.37M as of Q2 2026.
  • Northstar Financial Companies bought 3,203 American Electric Power shares in Q2 2026, an estimated $422K.
  • American Electric Power made up 1.6% of Northstar Financial Companies's portfolio in Q2 2026, its #20 holding.
  • Northstar Financial Companies first reported a position in American Electric Power in Q4 2025 and has held it in 3 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Northstar Financial Companies's 13F filing for Q2 2026, filed 6 Aug 2026.