Ritter Daniher Financial Advisory’s American Electric Power AEP Stock Holding History

Ritter Daniher Financial Advisory’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	$138K	Buy	1,005 +3	+0.3%	+$395	0.02%	197
2026 Q1	$131K	Buy	1,002 +4	+0.4%	+$500	0.02%	198
2025 Q4	$115K	Buy	998 +590	+145%	+$69.7K	0.02%	210
2025 Q3	$45.9K	Hold	408	–	–	0.01%	243
2025 Q2	$42.3K	Sell	408 -108	-21%	-$11.2K	0.01%	189
2025 Q1	$56.4K	Hold	516	–	–	0.02%	153
2024 Q4	$47.6K	Sell	516 -12	-2%	-$1.16K	0.01%	164
2024 Q3	$54.2K	Hold	528	–	–	0.02%	149
2024 Q2	$46.3K	Hold	528	–	–	0.01%	156
2024 Q1	$45.5K	Hold	528	–	–	0.02%	154
2023 Q4	$42.9K	Buy	528 +408	+340%	+$31.7K	0.02%	161
2023 Q3	$9.03K	Hold	120	–	–	﹤0.01%	238
2023 Q2	$10.1K	Hold	120	–	–	﹤0.01%	219
2023 Q1	$10.9K	Buy	+120	New	+$11K	﹤0.01%	203

Other funds holding AEP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Ritter Daniher Financial Advisory's AEP Position: Q2 2026 in Review

Ritter Daniher Financial Advisory increased its American Electric Power (AEP) stake by 0.3% in Q2 2026, buying an estimated $395 and bringing the position to 1,005 shares worth $138K. The position accounts for 0.02% of the portfolio, ranked #197.

Ritter Daniher Financial Advisory first reported a position in AEP in Q1 2023 and has held it in 14 quarters since. 1,973 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Ritter Daniher Financial Advisory held 1,005 shares of American Electric Power worth $138K as of Q2 2026.
Ritter Daniher Financial Advisory bought 3 American Electric Power shares in Q2 2026, an estimated $395.
American Electric Power made up 0.02% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #197 holding.
Ritter Daniher Financial Advisory first reported a position in American Electric Power in Q1 2023 and has held it in 14 quarters since.
1,973 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.