SC&H Financial Advisors’s American Electric Power AEP Stock Holding History

SC&H 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 Q1	$449K	Buy	3,428 +12	+0.4%	+$1.5K	0.07%	97
2025 Q4	$394K	Buy	3,416 +13	+0.4%	+$1.53K	0.06%	101
2025 Q3	$383K	Sell	3,403 -394	-10%	-$43.1K	0.06%	97
2025 Q2	$394K	Buy	3,797 +14	+0.4%	+$1.46K	0.07%	99
2025 Q1	$413K	Buy	3,783 +1,575	+71%	+$160K	0.08%	98
2024 Q4	$204K	Hold	2,208	–	–	0.04%	145
2024 Q3	$227K	Buy	+2,208	New	+$215K	0.05%	142
2023 Q4	–	Sell	-3,287	Closed	-$247K	–	139
2023 Q3	$247K	Hold	3,287	–	–	0.08%	119
2023 Q2	$277K	Hold	3,287	–	–	0.09%	115
2023 Q1	$299K	Hold	3,287	–	–	0.11%	110
2022 Q4	$312K	Sell	3,287 -320	-9%	-$29.1K	0.13%	107
2022 Q3	$312K	Sell	3,607 -400	-10%	-$39.5K	0.16%	99
2022 Q2	$384K	Buy	4,007 +1,870	+88%	+$185K	0.18%	96
2022 Q1	$213K	Sell	2,137 -220	-9%	-$20.1K	0.1%	142
2021 Q4	$210K	Buy	+2,357	New	+$199K	0.12%	150

Other funds holding AEP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SC&H Financial Advisors's AEP Position: Q1 2026 in Review

SC&H Financial Advisors increased its American Electric Power (AEP) stake by 0.35% in Q1 2026, buying an estimated $1.5K and bringing the position to 3,428 shares worth $449K. The position accounts for 0.07% of the portfolio, ranked #97.

SC&H Financial Advisors first reported a position in AEP in Q4 2021 and has held it in 15 quarters since. 1,923 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

SC&H Financial Advisors held 3,428 shares of American Electric Power worth $449K as of Q1 2026.
SC&H Financial Advisors bought 12 American Electric Power shares in Q1 2026, an estimated $1.5K.
American Electric Power made up 0.07% of SC&H Financial Advisors's portfolio in Q1 2026, its #97 holding.
SC&H Financial Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 15 quarters since.
1,923 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on SC&H Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.