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

SS&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	$1.56M	Buy	+11,423	New	+$1.5M	0.4%	55
2025 Q4	$1.37M	Hold	11,898	–	–	0.4%	59
2025 Q3	$1.34M	Hold	11,898	–	–	0.41%	57
2025 Q2	$1.23M	Sell	11,898 -3,000	-20%	-$312K	0.41%	53
2025 Q1	$1.63M	Sell	14,898 -44	-0.3%	-$4.46K	0.61%	45
2024 Q4	$1.38M	Buy	14,942 +486	+3%	+$47K	0.5%	50
2024 Q3	$1.48M	Hold	14,456	–	–	0.54%	48
2024 Q2	$1.27M	Hold	14,456	–	–	0.5%	51
2024 Q1	$1.24M	Hold	14,456	–	–	0.52%	52
2023 Q4	$1.17M	Sell	14,456 -600	-4%	-$46.6K	0.5%	51
2023 Q3	$1.13M	Buy	+15,056	New	+$1.23M	0.53%	49
2023 Q1	$1.42M	Buy	15,656 +5	+0%	+$457	0.65%	43
2022 Q4	$1.49M	Buy	15,651 +5	+0%	+$455	0.71%	42
2022 Q3	$1.35M	Sell	15,646 -46	-0.3%	-$4.55K	0.7%	41
2022 Q2	$1.5M	Sell	15,692 -21	-0.1%	-$2.08K	0.7%	40
2022 Q1	$1.57M	Buy	+15,713	New	+$1.44M	0.61%	50

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

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

SS&H Financial Advisors opened a new position in American Electric Power (AEP) in Q2 2026: 11,423 shares worth $1.56M. The stake represents 0.4% of the portfolio and ranks #55 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in AEP as recently as Q4 2025.

SS&H Financial Advisors first reported a position in AEP in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.63M in Q1 2025. 1,984 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

SS&H Financial Advisors held 11,423 shares of American Electric Power worth $1.56M as of Q2 2026.
American Electric Power was a new SS&H Financial Advisors position in Q2 2026.
American Electric Power made up 0.4% of SS&H Financial Advisors's portfolio in Q2 2026, its #55 holding.
SS&H Financial Advisors first reported a position in American Electric Power in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's American Electric Power position peaked at $1.63M in Q1 2025.
1,984 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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