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

OneAscent 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	$828K	Buy	6,056 +166	+3%	+$21.9K	0.04%	266
2026 Q1	$772K	Buy	+5,890	New	+$737K	0.04%	267
2025 Q4	–	Sell	-3,276	Closed	-$369K	–	456
2025 Q3	$369K	Sell	3,276 -1,916	-37%	-$210K	0.02%	344
2025 Q2	$542K	Sell	5,192 -5,228	-50%	-$544K	0.04%	294
2025 Q1	$1.13M	Buy	10,420 +5,303	+104%	+$537K	0.07%	177
2024 Q4	$472K	Buy	5,117 +1,143	+29%	+$111K	0.04%	266
2024 Q3	$408K	Sell	3,974 -1,511	-28%	-$147K	0.29%	87
2024 Q2	$481K	Sell	5,485 -126	-2%	-$11K	0.07%	154
2024 Q1	$483K	Sell	5,611 -207	-4%	-$16.8K	0.05%	207
2023 Q4	$473K	Buy	+5,818	New	+$452K	0.06%	196

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 $3.38T AUM 44.17% 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

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

OneAscent Financial Services increased its American Electric Power (AEP) stake by 2.8% in Q2 2026, buying an estimated $21.9K and bringing the position to 6,056 shares worth $828K. The position accounts for 0.04% of the portfolio, ranked #266.

OneAscent Financial Services first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.13M in Q1 2025. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

OneAscent Financial Services held 6,056 shares of American Electric Power worth $828K as of Q2 2026.
OneAscent Financial Services bought 166 American Electric Power shares in Q2 2026, an estimated $21.9K.
American Electric Power made up 0.04% of OneAscent Financial Services's portfolio in Q2 2026, its #266 holding.
OneAscent Financial Services first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
OneAscent Financial Services's American Electric Power position peaked at $1.13M in Q1 2025.
1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on OneAscent Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.