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Sovereign Financial Group’s American Electric Power AEP Stock Holding History

Sovereign Financial Group’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 		$1.11M Buy
8,142
+72
+0.9% +$9.48K 0.17% 107
2026
Q1 		$1.06M Buy
8,070
+348
+5% +$43.5K 0.18% 103
2025
Q4 		$890K Buy
7,722
+364
+5% +$43K 0.15% 123
2025
Q3 		$828K Buy
7,358
+272
+4% +$29.8K 0.16% 127
2025
Q2 		$735K Buy
7,086
+1,125
+19% +$117K 0.15% 125
2025
Q1 		$651K Buy
5,961
+1,592
+36% +$161K 0.15% 130
2024
Q4 		$403K Buy
4,369
+468
+12% +$45.3K 0.09% 198
2024
Q3 		$400K Sell
3,901
-10
-0.3% -$976 0.09% 191
2024
Q2 		$343K Buy
3,911
+28
+0.7% +$2.45K 0.09% 198
2024
Q1 		$334K Buy
3,883
+19
+0.5% +$1.54K 0.09% 201
2023
Q4 		$314K Sell
3,864
-205
-5% -$15.9K 0.1% 185
2023
Q3 		$306K Buy
4,069
+18
+0.4% +$1.47K 0.11% 174
2023
Q2 		$341K Buy
4,051
+493
+14% +$43.5K 0.11% 179
2023
Q1 		$324K Buy
3,558
+10
+0.3% +$915 0.12% 166
2022
Q4 		$337K Buy
3,548
+303
+9% +$27.6K 0.13% 158
2022
Q3 		$281K Sell
3,245
-47
-1% -$4.65K 0.11% 159
2022
Q2 		$316K Buy
3,292
+12
+0.4% +$1.19K 0.12% 146
2022
Q1 		$327K Buy
3,280
+200
+6% +$18.3K 0.12% 163
2021
Q4 		$274K Buy
+3,080
New +$260K 0.11% 169

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

Sovereign Financial Group's AEP Position: Q2 2026 in Review

Sovereign Financial Group increased its American Electric Power (AEP) stake by 0.89% in Q2 2026, buying an estimated $9.48K and bringing the position to 8,142 shares worth $1.11M. The position accounts for 0.17% of the portfolio, ranked #107.

Sovereign Financial Group first reported a position in AEP in Q4 2021 and has held it in 19 quarters since. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Sovereign Financial Group held 8,142 shares of American Electric Power worth $1.11M as of Q2 2026.
  • Sovereign Financial Group bought 72 American Electric Power shares in Q2 2026, an estimated $9.48K.
  • American Electric Power made up 0.17% of Sovereign Financial Group's portfolio in Q2 2026, its #107 holding.
  • Sovereign Financial Group first reported a position in American Electric Power in Q4 2021 and has held it in 19 quarters since.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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