STAR Financial Bank’s American Electric Power AEP Stock Holding History

STAR Financial Bank’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	$234K	Sell	1,788 -10	-0.6%	-$1.25K	0.11%	95
2025 Q4	$207K	Sell	1,798 -65	-3%	-$7.68K	0.11%	105
2025 Q3	$210K	Buy	+1,863	New	+$204K	0.12%	117
2024 Q4	–	Sell	-1,953	Closed	-$200K	–	112
2024 Q3	$200K	Sell	1,953 -350	-15%	-$34.2K	0.14%	120
2024 Q2	$202K	Buy	+2,303	New	+$201K	0.16%	109
2023 Q3	–	Sell	-2,920	Closed	-$246K	–	89
2023 Q2	$246K	Buy	+2,920	New	+$258K	0.23%	86

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

STAR Financial Bank's AEP Position: Q1 2026 in Review

STAR Financial Bank reduced its American Electric Power (AEP) stake by 0.56% in Q1 2026, selling an estimated $1.25K and leaving 1,788 shares worth $234K. The position accounts for 0.11% of the portfolio, ranked #95.

STAR Financial Bank first reported a position in AEP in Q2 2023 and has held it in 6 quarters since. The position peaked at $246K in Q2 2023. 1,924 funds tracked by Wall St. Rank hold AEP as of Q1 2026.

STAR Financial Bank held 1,788 shares of American Electric Power worth $234K as of Q1 2026.
STAR Financial Bank sold 10 American Electric Power shares in Q1 2026, an estimated $1.25K.
American Electric Power made up 0.11% of STAR Financial Bank's portfolio in Q1 2026, its #95 holding.
STAR Financial Bank first reported a position in American Electric Power in Q2 2023 and has held it in 6 quarters since.
STAR Financial Bank's American Electric Power position peaked at $246K in Q2 2023.
1,924 funds tracked by Wall St. Rank held American Electric Power as of Q1 2026.

Based on STAR Financial Bank's 13F filing for Q1 2026, filed 8 May 2026.