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Summit Financial Strategies’s American Electric Power AEP Stock Holding History

Summit Financial Strategies’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 		$281K Sell
2,053
-3,001
-59% -$395K 0.02% 135
2026
Q1 		$662K Hold
5,054
– – 0.05% 85
2025
Q4 		$583K Buy
5,054
+56
+1% +$6.61K 0.05% 86
2025
Q3 		$562K Hold
4,998
– – 0.05% 85
2025
Q2 		$519K Sell
4,998
-156
-3% -$16.2K 0.05% 85
2025
Q1 		$563K Sell
5,154
-116
-2% -$11.8K 0.06% 78
2024
Q4 		$486K Buy
5,270
+342
+7% +$33.1K 0.05% 86
2024
Q3 		$506K Sell
4,928
-100
-2% -$9.76K 0.06% 82
2024
Q2 		$441K Sell
5,028
-14
-0.3% -$1.23K 0.05% 86
2024
Q1 		$434K Hold
5,042
– – 0.06% 86
2023
Q4 		$409K Hold
5,042
– – 0.06% 87
2023
Q3 		$379K Sell
5,042
-496
-9% -$40.4K 0.07% 83
2023
Q2 		$466K Buy
5,538
+10
+0.2% +$883 0.09% 67
2023
Q1 		$503K Buy
5,528
+3,001
+119% +$275K 0.1% 67
2022
Q4 		$240K Sell
2,527
-1,500
-37% -$137K 0.05% 102
2022
Q3 		$348K Buy
4,027
+1,500
+59% +$148K 0.08% 79
2022
Q2 		$242K Hold
2,527
– – 0.06% 101
2022
Q1 		$252K Buy
2,527
+17
+0.7% +$1.55K 0.05% 98
2021
Q4 		$223K Hold
2,510
– – 0.04% 114
2021
Q3 		$204K Sell
2,510
-22
-0.9% -$1.92K 0.04% 116
2021
Q2 		$214K Buy
+2,532
New +$218K 0.04% 114

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

Summit Financial Strategies's AEP Position: Q2 2026 in Review

Summit Financial Strategies reduced its American Electric Power (AEP) stake by 59% in Q2 2026, selling an estimated $395K and leaving 2,053 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #135.

Summit Financial Strategies first reported a position in AEP in Q2 2021 and has held it in 21 quarters since. The position peaked at $662K in Q1 2026. 1,986 funds tracked by Wall St. Rank hold AEP as of Q2 2026.

  • Summit Financial Strategies held 2,053 shares of American Electric Power worth $281K as of Q2 2026.
  • Summit Financial Strategies sold 3,001 American Electric Power shares in Q2 2026, an estimated $395K.
  • American Electric Power made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #135 holding.
  • Summit Financial Strategies first reported a position in American Electric Power in Q2 2021 and has held it in 21 quarters since.
  • Summit Financial Strategies's American Electric Power position peaked at $662K in Q1 2026.
  • 1,986 funds tracked by Wall St. Rank held American Electric Power as of Q2 2026.

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