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Retirement Guys Formula’s American Electric Power AEP Stock Holding History

Retirement Guys Formula’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 		$1.54M Buy
11,276
+357
+3% +$47K 0.58% 65
2026
Q1 		$1.43M Sell
10,919
-212
-2% -$26.5K 0.66% 62
2025
Q4 		$1.28M Sell
11,131
-364
-3% -$43K 0.59% 67
2025
Q3 		$1.29M Buy
11,495
+254
+2% +$27.8K 0.46% 67
2025
Q2 		$1.17M Buy
11,241
+867
+8% +$90.2K 0.44% 78
2025
Q1 		$1.13M Buy
10,374
+1,591
+18% +$161K 0.56% 71
2024
Q4 		$810K Buy
8,783
+1,034
+13% +$100K 0.41% 74
2024
Q3 		$795K Buy
7,749
+389
+5% +$38K 0.37% 76
2024
Q2 		$646K Buy
7,360
+53
+0.7% +$4.64K 0.31% 87
2024
Q1 		$629K Buy
+7,307
New +$594K 0.31% 88

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

Retirement Guys Formula's AEP Position: Q2 2026 in Review

Retirement Guys Formula increased its American Electric Power (AEP) stake by 3.3% in Q2 2026, buying an estimated $47K and bringing the position to 11,276 shares worth $1.54M. The position accounts for 0.58% of the portfolio, ranked #65.

Retirement Guys Formula first reported a position in AEP in Q1 2024 and has held it in 10 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Retirement Guys Formula held 11,276 shares of American Electric Power worth $1.54M as of Q2 2026.
  • Retirement Guys Formula bought 357 American Electric Power shares in Q2 2026, an estimated $47K.
  • American Electric Power made up 0.58% of Retirement Guys Formula's portfolio in Q2 2026, its #65 holding.
  • Retirement Guys Formula first reported a position in American Electric Power in Q1 2024 and has held it in 10 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.