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Strategic Planning Group’s American Electric Power AEP Stock Holding History

Strategic Planning 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 		$6.29M Buy
45,985
+2,378
+5% +$313K 0.69% 44
2026
Q1 		$5.72M Buy
+43,607
New +$5.46M 0.8% 42
2024
Q2 		– Sell
-15,137
Closed -$1.3M – 76
2024
Q1 		$1.3M Buy
15,137
+2,403
+19% +$195K 0.33% 82
2023
Q4 		$1.03M Buy
+12,734
New +$988K 0.34% 83

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

Strategic Planning Group's AEP Position: Q2 2026 in Review

Strategic Planning Group increased its American Electric Power (AEP) stake by 5.5% in Q2 2026, buying an estimated $313K and bringing the position to 45,985 shares worth $6.29M. The position accounts for 0.69% of the portfolio, ranked #44.

Strategic Planning Group first reported a position in AEP in Q4 2023 and has held it in 4 quarters since. 1,980 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Strategic Planning Group held 45,985 shares of American Electric Power worth $6.29M as of Q2 2026.
  • Strategic Planning Group bought 2,378 American Electric Power shares in Q2 2026, an estimated $313K.
  • American Electric Power made up 0.69% of Strategic Planning Group's portfolio in Q2 2026, its #44 holding.
  • Strategic Planning Group first reported a position in American Electric Power in Q4 2023 and has held it in 4 quarters since.
  • 1,980 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

Based on Strategic Planning Group's 13F filing for Q2 2026, filed 16 Jul 2026.