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

Richardson 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
Q1 		$281K Sell
2,147
-47
-2% -$5.88K 0.18% 124
2025
Q4 		$253K Sell
2,194
-50
-2% -$5.91K 0.08% 137
2025
Q3 		$252K Sell
2,244
-55
-2% -$6.02K 0.16% 130
2025
Q2 		$240K Sell
2,299
-79
-3% -$8.22K 0.16% 139
2025
Q1 		$260K Hold
2,378
– – 0.2% 126
2024
Q4 		$219K Sell
2,378
-246
-9% -$23.8K 0.15% 130
2024
Q3 		$230K Hold
2,624
– – 0.15% 134
2024
Q2 		$230K Sell
2,624
-460
-15% -$40.2K 0.17% 124
2024
Q1 		$266K Buy
3,084
+115
+4% +$9.35K 0.19% 119
2023
Q4 		$241K Buy
+2,969
New +$230K 0.21% 111

Other funds holding AEP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Richardson Financial Services's AEP Position: Q1 2026 in Review

Richardson Financial Services reduced its American Electric Power (AEP) stake by 2.1% in Q1 2026, selling an estimated $5.88K and leaving 2,147 shares worth $281K. The position accounts for 0.18% of the portfolio, ranked #124.

Richardson Financial Services first reported a position in AEP in Q4 2023 and has held it in 10 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

  • Richardson Financial Services held 2,147 shares of American Electric Power worth $281K as of Q1 2026.
  • Richardson Financial Services sold 47 American Electric Power shares in Q1 2026, an estimated $5.88K.
  • American Electric Power made up 0.18% of Richardson Financial Services's portfolio in Q1 2026, its #124 holding.
  • Richardson Financial Services first reported a position in American Electric Power in Q4 2023 and has held it in 10 quarters since.
  • 1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on Richardson Financial Services's 13F filing for Q1 2026, filed 4 May 2026.