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

Plan Group Financial’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 		$3.58M Buy
26,185
+2,771
+12% +$365K 0.74% 44
2026
Q1 		$3.07M Buy
23,414
+2,011
+9% +$252K 0.72% 45
2025
Q4 		$2.47M Buy
21,403
+1,092
+5% +$129K 0.64% 45
2025
Q3 		$2.29M Buy
20,311
+2,558
+14% +$280K 0.61% 55
2025
Q2 		$1.84M Buy
17,753
+2,061
+13% +$214K 0.61% 51
2025
Q1 		$1.71M Buy
15,692
+4,665
+42% +$473K 0.61% 42
2024
Q4 		$1.02M Buy
11,027
+1,265
+13% +$122K 0.54% 43
2024
Q3 		$1M Buy
9,762
+875
+10% +$85.4K 0.53% 40
2024
Q2 		$780K Buy
8,887
+4,073
+85% +$356K 0.48% 48
2024
Q1 		$415K Buy
4,814
+1,544
+47% +$126K 0.27% 58
2023
Q4 		$266K Buy
3,270
+123
+4% +$9.55K 0.23% 57
2023
Q3 		$237K Buy
+3,147
New +$256K 0.17% 62
2022
Q2 		$231K Buy
+2,409
New +$239K 0.4% 47

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

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

Plan Group Financial increased its American Electric Power (AEP) stake by 12% in Q2 2026, buying an estimated $365K and bringing the position to 26,185 shares worth $3.58M. The position accounts for 0.74% of the portfolio, ranked #44.

Plan Group Financial first reported a position in AEP in Q2 2022 and has held it in 13 quarters since. 1,981 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Plan Group Financial held 26,185 shares of American Electric Power worth $3.58M as of Q2 2026.
  • Plan Group Financial bought 2,771 American Electric Power shares in Q2 2026, an estimated $365K.
  • American Electric Power made up 0.74% of Plan Group Financial's portfolio in Q2 2026, its #44 holding.
  • Plan Group Financial first reported a position in American Electric Power in Q2 2022 and has held it in 13 quarters since.
  • 1,981 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Plan Group Financial's 13F filing for Q2 2026, filed 3 Aug 2026.