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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
Q2 		$284K Sell
2,078
-69
-3% -$9.09K 0.16% 129
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 $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

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

Richardson Financial Services reduced its American Electric Power (AEP) stake by 3.2% in Q2 2026, selling an estimated $9.09K and leaving 2,078 shares worth $284K. The position accounts for 0.16% of the portfolio, ranked #129.

Richardson Financial Services first reported a position in AEP in Q4 2023 and has held it in 11 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Richardson Financial Services held 2,078 shares of American Electric Power worth $284K as of Q2 2026.
  • Richardson Financial Services sold 69 American Electric Power shares in Q2 2026, an estimated $9.09K.
  • American Electric Power made up 0.16% of Richardson Financial Services's portfolio in Q2 2026, its #129 holding.
  • Richardson Financial Services first reported a position in American Electric Power in Q4 2023 and has held it in 11 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.