SHFA
AEP icon

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
Q2 		$471K Buy
3,440
+12
+0.4% +$1.58K 0.06% 98
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
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

SC&H Financial Advisors's AEP Position: Q2 2026 in Review

SC&H Financial Advisors increased its American Electric Power (AEP) stake by 0.35% in Q2 2026, buying an estimated $1.58K and bringing the position to 3,440 shares worth $471K. The position accounts for 0.06% of the portfolio, ranked #98.

SC&H Financial Advisors first reported a position in AEP in Q4 2021 and has held it in 16 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • SC&H Financial Advisors held 3,440 shares of American Electric Power worth $471K as of Q2 2026.
  • SC&H Financial Advisors bought 12 American Electric Power shares in Q2 2026, an estimated $1.58K.
  • American Electric Power made up 0.06% of SC&H Financial Advisors's portfolio in Q2 2026, its #98 holding.
  • SC&H Financial Advisors first reported a position in American Electric Power in Q4 2021 and has held it in 16 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.