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

Stiles 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 		$451K Buy
3,299
+4
+0.1% +$527 0.11% 129
2026
Q1 		$432K Buy
3,295
+21
+0.6% +$2.63K 0.13% 124
2025
Q4 		$378K Buy
3,274
+24
+0.7% +$2.83K 0.12% 135
2025
Q3 		$366K Buy
3,250
+24
+0.7% +$2.63K 0.12% 136
2025
Q2 		$335K Buy
3,226
+387
+14% +$40.3K 0.12% 137
2025
Q1 		$310K Buy
2,839
+7
+0.2% +$709 0.12% 136
2024
Q4 		$261K Buy
2,832
+27
+1% +$2.61K 0.09% 159
2024
Q3 		$288K Buy
2,805
+272
+11% +$26.5K 0.1% 154
2024
Q2 		$222K Buy
2,533
+37
+1% +$3.24K 0.09% 171
2024
Q1 		$215K Buy
2,496
+13
+0.5% +$1.06K 0.09% 169
2023
Q4 		$202K Buy
+2,483
New +$193K 0.09% 162
2023
Q3 		– Sell
-2,416
Closed -$203K – 177
2023
Q2 		$203K Buy
2,416
+48
+2% +$4.24K 0.1% 180
2023
Q1 		$215K Buy
2,368
+22
+0.9% +$2.01K 0.12% 167
2022
Q4 		$223K Buy
2,346
+20
+0.9% +$1.82K 0.13% 158
2022
Q3 		$201K Buy
2,326
+17
+0.7% +$1.68K 0.12% 157
2022
Q2 		$222K Buy
2,309
+18
+0.8% +$1.78K 0.13% 150
2022
Q1 		$229K Buy
2,291
+15
+0.7% +$1.37K 0.11% 159
2021
Q4 		$203K Buy
+2,276
New +$192K 0.1% 174

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 $3.37T AUM 44.26% 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

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

Stiles Financial Services increased its American Electric Power (AEP) stake by 0.12% in Q2 2026, buying an estimated $527 and bringing the position to 3,299 shares worth $451K. The position accounts for 0.11% of the portfolio, ranked #129.

Stiles Financial Services first reported a position in AEP in Q4 2021 and has held it in 18 quarters since. 1,982 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Stiles Financial Services held 3,299 shares of American Electric Power worth $451K as of Q2 2026.
  • Stiles Financial Services bought 4 American Electric Power shares in Q2 2026, an estimated $527.
  • American Electric Power made up 0.11% of Stiles Financial Services's portfolio in Q2 2026, its #129 holding.
  • Stiles Financial Services first reported a position in American Electric Power in Q4 2021 and has held it in 18 quarters since.
  • 1,982 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Stiles Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.