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Quantum Financial Advisors’s American Electric Power AEP Stock Holding History

Quantum Financial Advisors’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 		$268K Sell
1,956
-38
-2% -$5.01K 0.03% 196
2026
Q1 		$261K Hold
1,994
– – 0.03% 187
2025
Q4 		$230K Buy
1,994
+44
+2% +$5.2K 0.03% 193
2025
Q3 		$219K Hold
1,950
– – 0.03% 179
2025
Q2 		$202K Buy
1,950
+26
+1% +$2.71K 0.03% 178
2025
Q1 		$210K Buy
+1,924
New +$195K 0.03% 169

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

Quantum Financial Advisors's AEP Position: Q2 2026 in Review

Quantum Financial Advisors reduced its American Electric Power (AEP) stake by 1.9% in Q2 2026, selling an estimated $5.01K and leaving 1,956 shares worth $268K. The position accounts for 0.03% of the portfolio, ranked #196.

Quantum Financial Advisors first reported a position in AEP in Q1 2025 and has held it in 6 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Quantum Financial Advisors held 1,956 shares of American Electric Power worth $268K as of Q2 2026.
  • Quantum Financial Advisors sold 38 American Electric Power shares in Q2 2026, an estimated $5.01K.
  • American Electric Power made up 0.03% of Quantum Financial Advisors's portfolio in Q2 2026, its #196 holding.
  • Quantum Financial Advisors first reported a position in American Electric Power in Q1 2025 and has held it in 6 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.