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

Solitude 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	$2.56M	Buy	18,687 +328	+2%	+$43.2K	0.71%	19
2026 Q1	$2.47M	Buy	18,359 +9,944	+118%	+$1.24M	0.73%	19
2025 Q4	$970K	Buy	8,415 +1,975	+31%	+$233K	0.32%	22
2025 Q3	$725K	Buy	6,440 +1,740	+37%	+$190K	0.25%	25
2025 Q2	$488K	Buy	+4,700	New	+$489K	0.18%	29
2021 Q3	–	Sell	-9,835	Closed	-$832K	–	42
2021 Q2	$832K	Sell	9,835 -101	-1%	-$8.7K	0.6%	30
2021 Q1	$842K	Sell	9,936 -1,237	-11%	-$99.7K	0.68%	30
2020 Q4	$930K	Buy	+11,173	New	+$970K	0.82%	30

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

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

Solitude Financial Services increased its American Electric Power (AEP) stake by 1.8% in Q2 2026, buying an estimated $43.2K and bringing the position to 18,687 shares worth $2.56M. The position accounts for 0.71% of the portfolio, ranked #19.

Solitude Financial Services first reported a position in AEP in Q4 2020 and has held it in 8 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

Solitude Financial Services held 18,687 shares of American Electric Power worth $2.56M as of Q2 2026.
Solitude Financial Services bought 328 American Electric Power shares in Q2 2026, an estimated $43.2K.
American Electric Power made up 0.71% of Solitude Financial Services's portfolio in Q2 2026, its #19 holding.
Solitude Financial Services first reported a position in American Electric Power in Q4 2020 and has held it in 8 quarters since.
1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Solitude Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.